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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 | $54,920 | $105,198-47.8% | $159,455-65.6% | $85,856-36.0% |
| Participation rate | 36.0% | 75.8%-39.8pp | 82.8%-46.8pp | 69.3%-33.3pp |
| Annual return | 62.83% | 45.08%+17.7pp | 263.63%-200.8pp | 318.58%-255.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,821 | $5,946-52.6% | $7,353-61.6% | $3,952-28.6% |
| Admin fee / account holder | $27,206 | $6,934+292.3% | $10,800+151.9% | $6,261+334.6% |