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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 | $32,106 | $55,446-42.1% | $155,574-79.4% | $74,429-56.9% |
| Participation rate | 21.2% | 61.9%-40.7pp | 78.2%-57.0pp | 67.2%-46.0pp |
| Annual return | 14.66% | 269.20%-254.5pp | 64.87%-50.2pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $896 | $2,836-68.4% | $5,629-84.1% | $4,348-79.4% |
| Admin fee / account holder | $3,213 | $1,743+84.4% | $15,914-79.8% | $1,944+65.3% |