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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 | $56,215 | $80,812-30.4% | $160,784-65.0% | $82,448-31.8% |
| Participation rate | 44.7% | 66.2%-21.6pp | 77.0%-32.3pp | 68.1%-23.4pp |
| Annual return | 19.80% | 100.59%-80.8pp | 1803.92%-1784.1pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,034 | $4,335-30.0% | $6,293-51.8% | $4,139-26.7% |
| Admin fee / account holder | $1,129 | $7,695-85.3% | $9,717-88.4% | $7,234-84.4% |