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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 | $22,416 | $51,631-56.6% | $129,397-82.7% | $80,925-72.3% |
| Participation rate | 37.5% | 56.9%-19.4pp | 69.6%-32.1pp | 67.7%-30.2pp |
| Annual return | 20.18% | 20.77%-0.6pp | 9453.98%-9433.8pp | 35.65%-15.5pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,388 | $2,670+26.9% | $4,167-18.7% | $4,299-21.2% |
| Admin fee / account holder | $493 | $4,309-88.6% | $7,679-93.6% | $6,940-92.9% |