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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 | $21,733 | $60,128-63.9% | $90,440-76.0% | $79,852-72.8% |
| Participation rate | 19.2% | 65.0%-45.8pp | 72.7%-53.5pp | 69.6%-50.4pp |
| Annual return | 24.23% | 71.95%-47.7pp | 1294.38%-1270.1pp | 31.72%-7.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,862 | $2,939-36.6% | $3,964-53.0% | $3,740-50.2% |
| Admin fee / account holder | $988 | $3,977-75.2% | $5,615-82.4% | $5,306-81.4% |