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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 | $31,375 | $54,717-42.7% | $86,216-63.6% | $71,511-56.1% |
| Participation rate | 37.8% | 60.1%-22.3pp | 69.0%-31.1pp | 67.9%-30.1pp |
| Annual return | 15.64% | 20.07%-4.4pp | 1169.42%-1153.8pp | 28.86%-13.2pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,787 | $3,110-42.6% | $3,986-55.2% | $4,291-58.4% |
| Admin fee / account holder | $4,833 | $1,922+151.4% | $6,853-29.5% | $1,588+204.2% |