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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 | $35,523 | $60,139-40.9% | $90,461-60.7% | $79,856-55.5% |
| Participation rate | 51.1% | 65.0%-13.9pp | 72.7%-21.6pp | 69.6%-18.6pp |
| Annual return | 30.35% | 71.96%-41.6pp | 1294.76%-1264.4pp | 31.71%-1.4pp |
| Employer contribution / active EE | $10 | $2,069-99.5% | $3,264-99.7% | $2,471-99.6% |
| Participant deferral / active EE | $905 | $2,939-69.2% | $3,964-77.2% | $3,741-75.8% |
| Admin fee / account holder | $3,435 | $3,978-13.6% | $5,617-38.8% | $5,306-35.3% |