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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 | $48,716 | $65,575-25.7% | $86,209-43.5% | $75,181-35.2% |
| Participation rate | 39.5% | 60.5%-21.0pp | 69.0%-29.4pp | 67.2%-27.7pp |
| Annual return | 13.43% | 46.07%-32.6pp | 1169.05%-1155.6pp | 160.69%-147.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,492 | $3,023+15.5% | $3,986-12.4% | $4,126-15.4% |
| Admin fee / account holder | $9,015 | $5,470+64.8% | $6,853+31.6% | $5,650+59.6% |