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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 | $43,463 | $58,726-26.0% | $142,898-69.6% | $85,847-49.4% |
| Participation rate | 25.6% | 58.5%-32.9pp | 72.0%-46.4pp | 69.3%-43.7pp |
| Annual return | 13.48% | 27.73%-14.2pp | 5639.64%-5626.2pp | 318.61%-305.1pp |
| Employer contribution / active EE | $4 | $1,424-99.7% | $4,146-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $1,417 | $2,609-45.7% | $3,838-63.1% | $3,952-64.1% |
| Admin fee / account holder | $2,312 | $4,234-45.4% | $6,560-64.8% | $6,261-63.1% |