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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 | $64,698 | $78,562-17.6% | $105,608-38.7% | $74,429-13.1% |
| Participation rate | 48.1% | 72.8%-24.6pp | 75.3%-27.1pp | 67.2%-19.1pp |
| Annual return | 29.70% | 15.94%+13.8pp | 116.50%-86.8pp | 1368.38%-1338.7pp |
| Employer contribution / active EE | $0 | $2,521-100.0% | $3,167-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,463 | $4,321-43.0% | $5,010-50.8% | $4,348-43.3% |
| Admin fee / account holder | $15,537 | $2,217+600.9% | $11,028+40.9% | $1,944+699.1% |