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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 | $56,393 | $102,393-44.9% | $147,041-61.6% | $80,911-30.3% |
| Participation rate | 63.9% | 75.9%-12.0pp | 82.2%-18.3pp | 67.6%-3.8pp |
| Annual return | 53.41% | 134.95%-81.5pp | 419.21%-365.8pp | 35.63%+17.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $27,925 | $6,647+320.1% | $8,071+246.0% | $4,297+549.8% |
| Admin fee / account holder | $13,407 | $7,943+68.8% | $13,006+3.1% | $6,935+93.3% |