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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 | $50,582 | $45,126+12.1% | $85,187-40.6% | $74,459-32.1% |
| Participation rate | 25.7% | 49.4%-23.7pp | 67.5%-41.8pp | 67.2%-41.5pp |
| Annual return | 21.53% | 26.30%-4.8pp | 66.67%-45.1pp | 1369.70%-1348.2pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,389 | $2,738-12.8% | $4,525-47.2% | $4,350-45.1% |
| Admin fee / account holder | $13,572 | $2,212+513.6% | $6,162+120.3% | $1,945+597.9% |