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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 | $48,699 | $60,119-19.0% | $90,430-46.1% | $79,858-39.0% |
| Participation rate | 61.8% | 65.0%-3.2pp | 72.7%-10.9pp | 69.6%-7.9pp |
| Annual return | 18.11% | 71.94%-53.8pp | 1293.73%-1275.6pp | 31.72%-13.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,617 | $2,938+23.1% | $3,963-8.7% | $3,740-3.3% |
| Admin fee / account holder | $586 | $3,976-85.3% | $5,613-89.6% | $5,306-88.9% |