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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 | $34,673 | $99,079-65.0% | $78,002-55.5% | $273,972-87.3% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.5%-35.5pp | 83.0%-43.0pp |
| Annual return | 3.74% | 217.93%-214.2pp | 425.99%-422.2pp | 41.46%-37.7pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,744 | $4,306-59.5% | $3,497-50.1% | $5,287-67.0% |
| Admin fee / account holder | $17,877 | $8,954+99.7% | $5,481+226.2% | $10,133+76.4% |