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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 | $72,032 | $85,766-16.0% | $136,298-47.2% | $70,126+2.7% |
| Participation rate | 40.5% | 74.2%-33.6pp | 81.9%-41.4pp | 69.5%-29.0pp |
| Annual return | 20.43% | 31.46%-11.0pp | 5156.27%-5135.8pp | 73.15%-52.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,318 | $5,051-54.1% | $6,247-62.9% | $3,332-30.4% |
| Admin fee / account holder | $16,715 | $5,421+208.4% | $9,244+80.8% | $4,645+259.8% |