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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 | $37,475 | $82,630-54.6% | $64,105-41.5% | $125,389-70.1% |
| Participation rate | 30.4% | 75.9%-45.4pp | 68.2%-37.7pp | 83.2%-52.8pp |
| Annual return | 1.00% | 1489.72%-1488.7pp | 791.24%-790.2pp | 282.24%-281.2pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $870 | $3,608-75.9% | $2,822-69.2% | $5,352-83.7% |
| Admin fee / account holder | $2,297 | $6,382-64.0% | $4,499-48.9% | $9,541-75.9% |