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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 | $49,872 | $106,005-53.0% | $92,239-45.9% | $147,585-66.2% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 10.31% | 50.05%-39.7pp | 176.29%-166.0pp | 578.58%-568.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,803 | $4,478-59.7% | $3,897-53.7% | $5,439-66.9% |
| Admin fee / account holder | $22,757 | $6,333+259.3% | $5,194+338.1% | $10,886+109.1% |