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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 | $34,165 | $65,555-47.9% | $86,216-60.4% | $75,173-54.6% |
| Participation rate | 24.5% | 60.5%-36.0pp | 69.0%-44.5pp | 67.2%-42.7pp |
| Annual return | 13.14% | 46.07%-32.9pp | 1169.42%-1156.3pp | 160.72%-147.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,165 | $3,023-28.4% | $3,986-45.7% | $4,126-47.5% |
| Admin fee / account holder | $792 | $5,469-85.5% | $6,853-88.5% | $5,651-86.0% |