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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 | $101,591-48.5% | $147,096-64.5% | $74,429-29.7% |
| Participation rate | 58.2% | 75.5%-17.4pp | 82.2%-24.0pp | 67.2%-9.0pp |
| Annual return | 22.46% | 8746.45%-8724.0pp | 419.75%-397.3pp | 1368.38%-1345.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $7,283 | $7,302-0.3% | $8,071-9.8% | $4,348+67.5% |
| Admin fee / account holder | $9,639 | $1,750+450.8% | $13,005-25.9% | $1,944+395.8% |