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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 | $41,778 | $44,980-7.1% | $85,063-50.9% | $77,692-46.2% |
| Participation rate | 11.8% | 48.6%-36.8pp | 67.5%-55.7pp | 70.6%-58.8pp |
| Annual return | 18.05% | 79.13%-61.1pp | 66.54%-48.5pp | 31.25%-13.2pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,234 | $2,804-56.0% | $4,523-72.7% | $4,648-73.4% |
| Admin fee / account holder | $4,625 | $911+407.5% | $6,155-24.9% | $431+974.4% |