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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 | $45,080 | $79,089-43.0% | $100,392-55.1% | $74,459-39.5% |
| Participation rate | 63.4% | 79.4%-16.0pp | 81.5%-18.1pp | 67.2%-3.8pp |
| Annual return | 94.58% | 20.61%+74.0pp | 49.45%+45.1pp | 1369.70%-1275.1pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $9,615 | $7,747+24.1% | $8,090+18.9% | $4,350+121.1% |
| Admin fee / account holder | $2,561 | $1,336+91.7% | $7,904-67.6% | $1,945+31.7% |