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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 | $55,430 | $76,522-27.6% | $56,033-1.1% | $145,884-62.0% |
| Participation rate | 46.7% | 63.2%-16.6pp | 52.5%-5.8pp | 80.3%-33.6pp |
| Annual return | 14.66% | 3014.28%-2999.6pp | 1711.38%-1696.7pp | 551.85%-537.2pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $804 | $2,624-69.3% | $1,954-58.8% | $6,690-88.0% |
| Admin fee / account holder | $2,092 | $3,328-37.2% | $2,827-26.0% | $13,392-84.4% |