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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 | $34,282 | $65,555-47.7% | $86,216-60.2% | $75,173-54.4% |
| Participation rate | 58.8% | 60.5%-1.7pp | 69.0%-10.1pp | 67.2%-8.4pp |
| Annual return | 33.96% | 46.07%-12.1pp | 1169.42%-1135.5pp | 160.72%-126.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,479 | $3,023+15.1% | $3,986-12.7% | $4,126-15.7% |
| Admin fee / account holder | $2,531 | $5,469-53.7% | $6,853-63.1% | $5,651-55.2% |