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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 | $20,692 | $60,454-65.8% | $81,844-74.7% | $74,459-72.2% |
| Participation rate | 31.7% | 63.0%-31.2pp | 72.4%-40.6pp | 67.2%-35.5pp |
| Annual return | 18.13% | 16.87%+1.3pp | 778.87%-760.7pp | 1369.70%-1351.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $820 | $3,398-75.9% | $4,323-81.0% | $4,350-81.2% |
| Admin fee / account holder | $4,242 | $1,490+184.6% | $7,355-42.3% | $1,945+118.1% |