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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 | $24,632 | $65,555-62.4% | $86,216-71.4% | $75,173-67.2% |
| Participation rate | 44.4% | 60.5%-16.0pp | 69.0%-24.5pp | 67.2%-22.8pp |
| Annual return | 23.83% | 46.07%-22.2pp | 1169.42%-1145.6pp | 160.72%-136.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,188 | $3,023+38.5% | $3,986+5.1% | $4,126+1.5% |
| Admin fee / account holder | $2,652 | $5,469-51.5% | $6,853-61.3% | $5,651-53.1% |