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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 | $56,913 | $85,766-33.6% | $136,298-58.2% | $70,126-18.8% |
| Participation rate | 49.5% | 74.2%-24.7pp | 81.9%-32.5pp | 69.5%-20.1pp |
| Annual return | 104.80% | 31.46%+73.3pp | 5156.27%-5051.5pp | 73.15%+31.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,289 | $5,051-15.1% | $6,247-31.4% | $3,332+28.7% |
| Admin fee / account holder | $2,108 | $5,421-61.1% | $9,244-77.2% | $4,645-54.6% |