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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 | $30,114 | $65,434-54.0% | $98,483-69.4% | $85,847-64.9% |
| Participation rate | 46.2% | 65.0%-18.9pp | 73.3%-27.2pp | 69.3%-23.2pp |
| Annual return | 15.92% | 21.75%-5.8pp | 1494.38%-1478.5pp | 318.61%-302.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,057 | $3,168-35.1% | $4,276-51.9% | $3,952-48.0% |
| Admin fee / account holder | $476 | $4,595-89.6% | $5,953-92.0% | $6,261-92.4% |