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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 | $54,548 | $76,368-28.6% | $67,681-19.4% | $154,746-64.7% |
| Participation rate | 50.0% | 79.0%-29.0pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 15.54% | 1066.77%-1051.2pp | 590.58%-575.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,404 | $4,824-8.7% | $3,976+10.8% | $6,730-34.6% |
| Admin fee / account holder | $4,160 | $8,559-51.4% | $6,100-31.8% | $14,365-71.0% |