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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 | $56,881 | $57,330-0.8% | $86,656-34.4% | $75,177-24.3% |
| Participation rate | 52.8% | 63.2%-10.4pp | 71.7%-18.9pp | 67.2%-14.4pp |
| Annual return | 19.54% | 2675.40%-2655.9pp | 593.09%-573.6pp | 160.75%-141.2pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,913 | $3,320-42.4% | $4,439-56.9% | $4,126-53.7% |
| Admin fee / account holder | $6,417 | $4,115+56.0% | $5,619+14.2% | $5,651+13.6% |