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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 | $10,075 | $57,312-82.4% | $86,617-88.4% | $75,181-86.6% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 15.33% | 2672.78%-2657.4pp | 591.91%-576.6pp | 160.69%-145.4pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,874 | $3,319-43.6% | $4,437-57.8% | $4,126-54.6% |
| Admin fee / account holder | $3,248 | $4,114-21.0% | $5,613-42.1% | $5,650-42.5% |