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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 | $52,383 | $73,518-28.7% | $63,005-16.9% | $147,585-64.5% |
| Participation rate | 39.1% | 77.9%-38.7pp | 74.8%-35.7pp | 82.8%-43.7pp |
| Annual return | 18.21% | 175.46%-157.3pp | 87.59%-69.4pp | 578.58%-560.4pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,807 | $4,183-32.9% | $3,329-15.7% | $5,439-48.4% |
| Admin fee / account holder | $20,987 | $5,952+252.6% | $3,599+483.1% | $10,886+92.8% |