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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 | $29,080 | $78,694-63.0% | $67,652-57.0% | $125,389-76.8% |
| Participation rate | 37.5% | 78.8%-41.3pp | 75.7%-38.2pp | 83.2%-45.7pp |
| Annual return | 4.74% | 9.46%-4.7pp | 6625.40%-6620.7pp | 282.24%-277.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,885 | $4,292-56.1% | $3,560-47.0% | $5,352-64.8% |
| Admin fee / account holder | $1,627 | $7,403-78.0% | $4,821-66.3% | $9,541-82.9% |