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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 | $63,944 | $65,566-2.5% | $86,235-25.8% | $75,177-14.9% |
| Participation rate | 37.7% | 60.5%-22.8pp | 69.0%-31.2pp | 67.2%-29.5pp |
| Annual return | 25.68% | 46.07%-20.4pp | 1170.03%-1144.3pp | 160.75%-135.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,043 | $3,023-32.4% | $3,987-48.8% | $4,126-50.5% |
| Admin fee / account holder | $3,716 | $5,470-32.1% | $6,856-45.8% | $5,651-34.2% |