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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 | $32,024 | $72,446-55.8% | $67,561-52.6% | $145,877-78.0% |
| Participation rate | 46.7% | 76.9%-30.2pp | 72.9%-26.2pp | 80.3%-33.6pp |
| Annual return | 9.43% | 7211.98%-7202.6pp | 3525.44%-3516.0pp | 551.28%-541.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,580 | $4,785+16.6% | $4,003+39.4% | $6,691-16.6% |
| Admin fee / account holder | $30,396 | $5,541+448.6% | $4,006+658.8% | $13,402+126.8% |