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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 | $51,997 | $65,555-20.7% | $86,216-39.7% | $75,173-30.8% |
| Participation rate | 54.1% | 60.5%-6.4pp | 69.0%-14.9pp | 67.2%-13.1pp |
| Annual return | 15.38% | 46.07%-30.7pp | 1169.42%-1154.0pp | 160.72%-145.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,397 | $3,023+45.4% | $3,986+10.3% | $4,126+6.6% |
| Admin fee / account holder | $15,422 | $5,469+182.0% | $6,853+125.0% | $5,651+172.9% |