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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 | $31,438 | $65,555-52.0% | $86,216-63.5% | $75,173-58.2% |
| Participation rate | 25.0% | 60.5%-35.5pp | 69.0%-44.0pp | 67.2%-42.2pp |
| Annual return | 18.82% | 46.07%-27.2pp | 1169.42%-1150.6pp | 160.72%-141.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,720 | $3,023-43.1% | $3,986-56.8% | $4,126-58.3% |
| Admin fee / account holder | $5,322 | $5,469-2.7% | $6,853-22.3% | $5,651-5.8% |