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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 | $32,777 | $60,119-45.5% | $90,430-63.8% | $79,858-59.0% |
| Participation rate | 23.3% | 65.0%-41.6pp | 72.7%-49.4pp | 69.6%-46.3pp |
| Annual return | 14.45% | 71.94%-57.5pp | 1293.73%-1279.3pp | 31.72%-17.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $772 | $2,938-73.7% | $3,963-80.5% | $3,740-79.4% |
| Admin fee / account holder | $3,614 | $3,976-9.1% | $5,613-35.6% | $5,306-31.9% |