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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 | $45,364 | $59,448-23.7% | $93,696-51.6% | $74,459-39.1% |
| Participation rate | 26.7% | 59.6%-33.0pp | 68.7%-42.1pp | 67.2%-40.6pp |
| Annual return | 11.50% | 82.11%-70.6pp | 133.74%-122.2pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,988 | $3,052-34.8% | $4,417-55.0% | $4,350-54.3% |
| Admin fee / account holder | $7,862 | $3,027+159.7% | $8,287-5.1% | $1,945+304.3% |