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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 | $63,251 | $65,555-3.5% | $86,216-26.6% | $75,173-15.9% |
| Participation rate | 35.9% | 60.5%-24.5pp | 69.0%-33.0pp | 67.2%-31.3pp |
| Annual return | 17.69% | 46.07%-28.4pp | 1169.42%-1151.7pp | 160.72%-143.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,559 | $3,023-48.4% | $3,986-60.9% | $4,126-62.2% |
| Admin fee / account holder | $1,382 | $5,469-74.7% | $6,853-79.8% | $5,651-75.5% |