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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 | $56,445 | $106,008-46.8% | $92,240-38.8% | $147,586-61.8% |
| Participation rate | 47.8% | 80.4%-32.6pp | 76.5%-28.7pp | 82.8%-35.0pp |
| Annual return | 10.57% | 50.05%-39.5pp | 176.29%-165.7pp | 578.59%-568.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,082 | $4,478-31.2% | $3,897-20.9% | $5,439-43.3% |
| Admin fee / account holder | $16,924 | $6,333+167.2% | $5,194+225.8% | $10,886+55.5% |