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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,332 | $52,519-27.0% | $155,789-75.4% | $59,633-35.7% |
| Participation rate | 35.5% | 61.7%-26.2pp | 76.1%-40.6pp | 68.7%-33.2pp |
| Annual return | 1.16% | 53.51%-52.4pp | 71.54%-70.4pp | 2041.40%-2040.2pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,206 | $3,084-60.9% | $4,798-74.9% | $3,192-62.2% |
| Admin fee / account holder | $3,062 | $3,540-13.5% | $7,477-59.0% | $4,297-28.7% |