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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 | $33,593 | $60,139-44.1% | $90,461-62.9% | $79,856-57.9% |
| Participation rate | 27.0% | 65.0%-38.0pp | 72.7%-45.7pp | 69.6%-42.6pp |
| Annual return | 11.46% | 71.96%-60.5pp | 1294.76%-1283.3pp | 31.71%-20.3pp |
| Employer contribution / active EE | $5 | $2,069-99.7% | $3,264-99.8% | $2,471-99.8% |
| Participant deferral / active EE | $2,726 | $2,939-7.2% | $3,964-31.2% | $3,741-27.1% |
| Admin fee / account holder | $3,398 | $3,978-14.6% | $5,617-39.5% | $5,306-36.0% |