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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 | $40,238 | $29,319+37.2% | $52,425-23.2% | $82,448-51.2% |
| Participation rate | 36.8% | 46.9%-10.1pp | 55.6%-18.8pp | 68.1%-31.3pp |
| Annual return | 14.95% | 535.20%-520.3pp | 302.12%-287.2pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $926 | $1,171-20.9% | $1,790-48.3% | $4,139-77.6% |
| Admin fee / account holder | $12,117 | $1,962+517.6% | $2,495+385.7% | $7,234+67.5% |