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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 | $23,112 | $49,897-53.7% | $80,648-71.3% | $75,177-69.3% |
| Participation rate | 15.8% | 55.3%-39.5pp | 67.0%-51.2pp | 67.2%-51.4pp |
| Annual return | 41.43% | 34.68%+6.8pp | 937.21%-895.8pp | 160.75%-119.3pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,463 | $2,992-17.7% | $4,443-44.6% | $4,126-40.3% |
| Admin fee / account holder | $6,829 | $3,579+90.8% | $5,382+26.9% | $5,651+20.8% |