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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 | $20,354 | $60,119-66.1% | $90,430-77.5% | $79,858-74.5% |
| Participation rate | 54.5% | 65.0%-10.4pp | 72.7%-18.1pp | 69.6%-15.1pp |
| Annual return | 33.26% | 71.94%-38.7pp | 1293.73%-1260.5pp | 31.72%+1.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,136 | $2,938+74.8% | $3,963+29.6% | $3,740+37.3% |
| Admin fee / account holder | $855 | $3,976-78.5% | $5,613-84.8% | $5,306-83.9% |