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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 | $42,687 | $64,705-34.0% | $62,929-32.2% | $67,986-37.2% |
| Participation rate | 16.8% | 65.6%-48.8pp | 73.1%-56.3pp | 57.2%-40.4pp |
| Annual return | 14.12% | 20.31%-6.2pp | 1063.93%-1049.8pp | 31.67%-17.5pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,235 | $3,198-61.4% | $3,888-68.2% | $3,358-63.2% |
| Admin fee / account holder | $807 | $1,428-43.5% | $5,065-84.1% | $3,203-74.8% |