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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 | $37,098 | $72,071-48.5% | $68,368-45.7% | $137,256-73.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 53.18% | 353.14%-300.0pp | 292.57%-239.4pp | 220.34%-167.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,768 | $4,410+8.1% | $4,123+15.7% | $6,407-25.6% |
| Admin fee / account holder | $9,222 | $5,336+72.8% | $5,150+79.1% | $12,270-24.8% |