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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 | $51,440 | $60,128-14.4% | $90,440-43.1% | $79,852-35.6% |
| Participation rate | 55.4% | 65.0%-9.6pp | 72.7%-17.3pp | 69.6%-14.3pp |
| Annual return | 12.63% | 71.95%-59.3pp | 1294.38%-1281.8pp | 31.72%-19.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,613 | $2,939-11.1% | $3,964-34.1% | $3,740-30.1% |
| Admin fee / account holder | $4,788 | $3,977+20.4% | $5,615-14.7% | $5,306-9.8% |