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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 | $38,243 | $89,739-57.4% | $149,721-74.5% | $62,293-38.6% |
| Participation rate | 35.1% | 85.1%-50.0pp | 87.1%-51.9pp | 69.5%-34.4pp |
| Annual return | 24.02% | 21.01%+3.0pp | 1501.67%-1477.7pp | 28.90%-4.9pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,696 | $4,797-43.8% | $6,568-59.0% | $3,169-14.9% |
| Admin fee / account holder | $406 | $551-26.4% | $11,282-96.4% | $479-15.3% |