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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 | $37,337 | $29,319+27.3% | $52,425-28.8% | $82,448-54.7% |
| Participation rate | 9.1% | 46.9%-37.8pp | 55.6%-46.5pp | 68.1%-59.0pp |
| Annual return | 33.22% | 535.20%-502.0pp | 302.12%-268.9pp | 41.64%-8.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $454 | $1,171-61.3% | $1,790-74.6% | $4,139-89.0% |
| Admin fee / account holder | $3,411 | $1,962+73.8% | $2,495+36.7% | $7,234-52.9% |