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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 | $43,014 | $46,360-7.2% | $147,617-70.9% | $52,331-17.8% |
| Participation rate | 15.8% | 64.9%-49.1pp | 84.6%-68.8pp | 68.1%-52.3pp |
| Annual return | 2.20% | 1.62%+0.6pp | 61.98%-59.8pp | 4.54%-2.3pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,122 | $2,258-50.3% | $4,895-77.1% | $3,022-62.9% |
| Admin fee / account holder | $6,008 | $766+684.5% | $11,612-48.3% | $592+915.5% |