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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 | $10,152 | $47,479-78.6% | $62,929-83.9% | $82,448-87.7% |
| Participation rate | 32.5% | 66.9%-34.4pp | 73.1%-40.6pp | 68.1%-35.6pp |
| Annual return | 33.28% | 20.34%+12.9pp | 1063.93%-1030.6pp | 41.64%-8.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,446 | $2,870-14.8% | $3,888-37.1% | $4,139-40.9% |
| Admin fee / account holder | $5,249 | $3,804+38.0% | $5,065+3.6% | $7,234-27.4% |