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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 | $31,733 | $69,774-54.5% | $67,561-53.0% | $74,429-57.4% |
| Participation rate | 25.4% | 71.4%-46.0pp | 72.9%-47.5pp | 67.2%-41.8pp |
| Annual return | 17.64% | -40.53%+58.2pp | 3525.44%-3507.8pp | 1368.38%-1350.7pp |
| Employer contribution / active EE | $590 | $2,710-78.2% | $2,735-78.4% | $2,625-77.5% |
| Participant deferral / active EE | $1,687 | $3,636-53.6% | $4,003-57.9% | $4,348-61.2% |
| Admin fee / account holder | $407 | $890-54.2% | $4,006-89.8% | $1,944-79.1% |