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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 | $61,968 | $65,434-5.3% | $98,483-37.1% | $85,847-27.8% |
| Participation rate | 56.3% | 65.0%-8.8pp | 73.3%-17.1pp | 69.3%-13.1pp |
| Annual return | 17.15% | 21.75%-4.6pp | 1494.38%-1477.2pp | 318.61%-301.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,724 | $3,168+17.6% | $4,276-12.9% | $3,952-5.8% |
| Admin fee / account holder | $1,161 | $4,595-74.7% | $5,953-80.5% | $6,261-81.5% |