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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 | $52,287 | $101,672-48.6% | $147,117-64.5% | $74,478-29.8% |
| Participation rate | 58.2% | 75.5%-17.4pp | 82.2%-24.0pp | 67.2%-9.1pp |
| Annual return | 22.46% | 8757.83%-8735.4pp | 420.54%-398.1pp | 1370.56%-1348.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,283 | $7,305-0.3% | $8,065-9.7% | $4,350+67.4% |
| Admin fee / account holder | $9,639 | $1,753+449.8% | $12,993-25.8% | $1,946+395.4% |