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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 | $47,196 | $57,312-17.7% | $86,617-45.5% | $75,181-37.2% |
| Participation rate | 15.6% | 63.2%-47.6pp | 71.7%-56.1pp | 67.2%-51.6pp |
| Annual return | 14.72% | 2672.78%-2658.1pp | 591.91%-577.2pp | 160.69%-146.0pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,107 | $3,319-66.6% | $4,437-75.0% | $4,126-73.2% |
| Admin fee / account holder | $9,986 | $4,114+142.7% | $5,613+77.9% | $5,650+76.8% |