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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 | $24,010 | $57,330-58.1% | $86,656-72.3% | $75,177-68.1% |
| Participation rate | 46.3% | 63.2%-16.9pp | 71.7%-25.4pp | 67.2%-20.9pp |
| Annual return | 24.55% | 2675.40%-2650.9pp | 593.09%-568.5pp | 160.75%-136.2pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,938 | $3,320-41.6% | $4,439-56.3% | $4,126-53.0% |
| Admin fee / account holder | $1,793 | $4,115-56.4% | $5,619-68.1% | $5,651-68.3% |