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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 | $59,210 | $100,033-40.8% | $149,716-60.5% | $70,124-15.6% |
| Participation rate | 31.9% | 83.6%-51.6pp | 87.1%-55.1pp | 69.5%-37.6pp |
| Annual return | 222.74% | 27.43%+195.3pp | 1501.67%-1278.9pp | 73.14%+149.6pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,729 | $4,982-45.2% | $6,568-58.5% | $3,332-18.1% |
| Admin fee / account holder | $2,377 | $8,285-71.3% | $11,282-78.9% | $4,645-48.8% |