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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 | $30,594 | $55,446-44.8% | $155,574-80.3% | $74,429-58.9% |
| Participation rate | 20.6% | 61.9%-41.3pp | 78.2%-57.6pp | 67.2%-46.6pp |
| Annual return | 14.62% | 269.20%-254.6pp | 64.87%-50.2pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,367 | $2,836-51.8% | $5,629-75.7% | $4,348-68.6% |
| Admin fee / account holder | $3,574 | $1,743+105.0% | $15,914-77.5% | $1,944+83.8% |