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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 | $47,803 | $60,119-20.5% | $90,430-47.1% | $79,858-40.1% |
| Participation rate | 54.5% | 65.0%-10.4pp | 72.7%-18.1pp | 69.6%-15.1pp |
| Annual return | 18.52% | 71.94%-53.4pp | 1293.73%-1275.2pp | 31.72%-13.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,319 | $2,938+13.0% | $3,963-16.3% | $3,740-11.3% |
| Admin fee / account holder | $5,954 | $3,976+49.7% | $5,613+6.1% | $5,306+12.2% |