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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 | $46,182 | $60,139-23.2% | $90,461-48.9% | $79,856-42.2% |
| Participation rate | 46.4% | 65.0%-18.6pp | 72.7%-26.3pp | 69.6%-23.3pp |
| Annual return | 19.03% | 71.96%-52.9pp | 1294.76%-1275.7pp | 31.71%-12.7pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,438 | $2,939+119.1% | $3,964+62.4% | $3,741+72.1% |
| Admin fee / account holder | $1,983 | $3,978-50.2% | $5,617-64.7% | $5,306-62.6% |