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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 | $33,457 | $65,575-49.0% | $86,209-61.2% | $75,181-55.5% |
| Participation rate | 26.7% | 60.5%-33.7pp | 69.0%-42.2pp | 67.2%-40.5pp |
| Annual return | 18.69% | 46.07%-27.4pp | 1169.05%-1150.4pp | 160.69%-142.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,426 | $3,023-52.8% | $3,986-64.2% | $4,126-65.4% |
| Admin fee / account holder | $1,980 | $5,470-63.8% | $6,853-71.1% | $5,650-65.0% |