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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 | $71,079 | $155,833-54.4% | $124,693-43.0% | $167,536-57.6% |
| Participation rate | 52.6% | 81.1%-28.5pp | 74.6%-22.0pp | 82.1%-29.5pp |
| Annual return | 24.28% | 17.98%+6.3pp | 5144.19%-5119.9pp | 478.82%-454.5pp |
| Employer contribution / active EE | $0 | $4,164-100.0% | $3,324-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,727 | $5,675-69.6% | $4,615-62.6% | $6,342-72.8% |
| Admin fee / account holder | $13,719 | $9,534+43.9% | $7,494+83.1% | $12,315+11.4% |