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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 | $38,401 | $59,467-35.4% | $93,727-59.0% | $74,478-48.4% |
| Participation rate | 30.8% | 59.6%-28.8pp | 68.7%-37.9pp | 67.2%-36.4pp |
| Annual return | 11.68% | 82.14%-70.5pp | 133.83%-122.2pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,415 | $3,052-53.6% | $4,417-68.0% | $4,350-67.5% |
| Admin fee / account holder | $4,785 | $3,028+58.0% | $8,292-42.3% | $1,946+145.9% |