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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 | $78,481 | $85,766-8.5% | $136,298-42.4% | $70,126+11.9% |
| Participation rate | 58.6% | 74.2%-15.5pp | 81.9%-23.3pp | 69.5%-10.9pp |
| Annual return | 17.93% | 31.46%-13.5pp | 5156.27%-5138.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,467 | $5,051-31.4% | $6,247-44.5% | $3,332+4.1% |
| Admin fee / account holder | $27,747 | $5,421+411.9% | $9,244+200.2% | $4,645+497.3% |