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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 | $56,939 | $101,591-44.0% | $147,096-61.3% | $74,429-23.5% |
| Participation rate | 38.5% | 75.5%-37.1pp | 82.2%-43.7pp | 67.2%-28.8pp |
| Annual return | 23.41% | 8746.45%-8723.0pp | 419.75%-396.3pp | 1368.38%-1345.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $6,163 | $7,302-15.6% | $8,071-23.6% | $4,348+41.7% |
| Admin fee / account holder | $2,260 | $1,750+29.2% | $13,005-82.6% | $1,944+16.2% |