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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 | $76,519-63.7% | $56,025-50.4% | $145,897-81.0% |
| Participation rate | 21.1% | 63.2%-42.2pp | 52.5%-31.5pp | 80.3%-59.3pp |
| Annual return | 6.77% | 3017.03%-3010.3pp | 1712.69%-1705.9pp | 552.29%-545.5pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,795 | $2,624-31.6% | $1,955-8.1% | $6,689-73.2% |
| Admin fee / account holder | $2,855 | $3,331-14.3% | $2,828+1.0% | $13,390-78.7% |