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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 | $53,480 | $100,911-47.0% | $90,440-40.9% | $158,966-66.4% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.7%-27.2pp | 82.0%-36.5pp |
| Annual return | 15.98% | 1726.62%-1710.6pp | 1294.38%-1278.4pp | 302.95%-287.0pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,993 | $4,348+83.8% | $3,964+101.7% | $5,983+33.6% |
| Admin fee / account holder | $25,756 | $6,507+295.8% | $5,615+358.7% | $11,250+128.9% |