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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 | $54,680 | $101,591-46.2% | $147,096-62.8% | $74,429-26.5% |
| Participation rate | 26.3% | 75.5%-49.2pp | 82.2%-55.9pp | 67.2%-40.9pp |
| Annual return | 15.03% | 8746.45%-8731.4pp | 419.75%-404.7pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,853 | $7,302-47.2% | $8,071-52.3% | $4,348-11.4% |
| Admin fee / account holder | $13,377 | $1,750+664.4% | $13,005+2.9% | $1,944+588.0% |