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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 | $39,934 | $65,566-39.1% | $86,235-53.7% | $75,177-46.9% |
| Participation rate | 34.0% | 60.5%-26.5pp | 69.0%-35.0pp | 67.2%-33.2pp |
| Annual return | 28.71% | 46.07%-17.4pp | 1170.03%-1141.3pp | 160.75%-132.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,586 | $3,023-14.5% | $3,987-35.1% | $4,126-37.3% |
| Admin fee / account holder | $11,807 | $5,470+115.9% | $6,856+72.2% | $5,651+108.9% |