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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 | $27,793 | $76,785-63.8% | $56,441-50.8% | $145,959-81.0% |
| Participation rate | 21.1% | 63.2%-42.2pp | 52.5%-31.4pp | 80.3%-59.2pp |
| Annual return | 6.77% | 3000.51%-2993.7pp | 1704.21%-1697.4pp | 561.95%-555.2pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,795 | $2,624-31.6% | $1,953-8.1% | $6,689-73.2% |
| Admin fee / account holder | $2,855 | $3,334-14.4% | $2,829+0.9% | $13,398-78.7% |