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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 | $54,645 | $65,566-16.7% | $86,235-36.6% | $75,177-27.3% |
| Participation rate | 65.4% | 60.5%+4.9pp | 69.0%-3.6pp | 67.2%-1.8pp |
| Annual return | 13.13% | 46.07%-32.9pp | 1170.03%-1156.9pp | 160.75%-147.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,687 | $3,023-44.2% | $3,987-57.7% | $4,126-59.1% |
| Admin fee / account holder | $9,350 | $5,470+70.9% | $6,856+36.4% | $5,651+65.5% |