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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 | $28,014 | $85,171-67.1% | $172,752-83.8% | $72,975-61.6% |
| Participation rate | 32.1% | 70.1%-37.9pp | 82.6%-50.5pp | 69.5%-37.3pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.97%-803.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,312 | $3,260-29.1% | $5,198-55.5% | $3,608-35.9% |
| Admin fee / account holder | $437 | $5,880-92.6% | $13,955-96.9% | $5,124-91.5% |