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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 | $44,030 | $100,041-56.0% | $149,718-70.6% | $70,131-37.2% |
| Participation rate | 69.4% | 83.6%-14.1pp | 87.1%-17.6pp | 69.5%-0.1pp |
| Annual return | 18.57% | 27.43%-8.9pp | 1501.67%-1483.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,439 | $4,983-51.1% | $6,569-62.9% | $3,332-26.8% |
| Admin fee / account holder | $1,506 | $8,286-81.8% | $11,283-86.7% | $4,645-67.6% |