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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 | $25,461 | $60,119-57.6% | $90,430-71.8% | $79,858-68.1% |
| Participation rate | 46.7% | 65.0%-18.3pp | 72.7%-26.0pp | 69.6%-23.0pp |
| Annual return | 13.53% | 71.94%-58.4pp | 1293.73%-1280.2pp | 31.72%-18.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,022 | $2,938-65.2% | $3,963-74.2% | $3,740-72.7% |
| Admin fee / account holder | $1,037 | $3,976-73.9% | $5,613-81.5% | $5,306-80.5% |