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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 | $29,887 | $72,403-58.7% | $67,524-55.7% | $145,978-79.5% |
| Participation rate | 30.0% | 76.9%-46.9pp | 72.9%-42.9pp | 80.3%-50.3pp |
| Annual return | 12.08% | 7197.23%-7185.2pp | 3519.41%-3507.3pp | 550.52%-538.4pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,357 | $4,782-71.6% | $4,001-66.1% | $6,690-79.7% |
| Admin fee / account holder | $28,196 | $5,541+408.8% | $4,001+604.8% | $13,400+110.4% |