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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 | $55,149 | $60,139-8.3% | $90,461-39.0% | $79,856-30.9% |
| Participation rate | 56.9% | 65.0%-8.1pp | 72.7%-15.8pp | 69.6%-12.7pp |
| Annual return | 15.61% | 71.96%-56.4pp | 1294.76%-1279.2pp | 31.71%-16.1pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,883 | $2,939+32.1% | $3,964-2.1% | $3,741+3.8% |
| Admin fee / account holder | $5,940 | $3,978+49.3% | $5,617+5.8% | $5,306+11.9% |