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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 | $42,021 | $65,423-35.8% | $98,477-57.3% | $85,856-51.1% |
| Participation rate | 44.1% | 65.0%-20.9pp | 73.3%-29.2pp | 69.3%-25.2pp |
| Annual return | 33.91% | 21.76%+12.2pp | 1493.59%-1459.7pp | 318.58%-284.7pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,361 | $3,167+132.4% | $4,276+72.1% | $3,952+86.3% |
| Admin fee / account holder | $24,886 | $4,594+441.7% | $5,951+318.2% | $6,261+297.5% |