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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 | $51,389 | $60,128-14.5% | $90,440-43.2% | $79,852-35.6% |
| Participation rate | 34.9% | 65.0%-30.1pp | 72.7%-37.8pp | 69.6%-34.8pp |
| Annual return | 27.59% | 71.95%-44.4pp | 1294.38%-1266.8pp | 31.72%-4.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $811 | $2,939-72.4% | $3,964-79.5% | $3,740-78.3% |
| Admin fee / account holder | $4,970 | $3,977+25.0% | $5,615-11.5% | $5,306-6.3% |