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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 | $24,763 | $58,391-57.6% | $76,667-67.7% | $72,976-66.1% |
| Participation rate | 34.3% | 67.4%-33.1pp | 72.1%-37.8pp | 69.5%-35.2pp |
| Annual return | 19.83% | 2306.65%-2286.8pp | 1166.74%-1146.9pp | 81.02%-61.2pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,765 | $2,690-34.4% | $3,336-47.1% | $3,608-51.1% |
| Admin fee / account holder | $3,359 | $4,014-16.3% | $6,423-47.7% | $5,124-34.4% |