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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 | $61,545 | $49,164+25.2% | $121,169-49.2% | $75,181-18.1% |
| Participation rate | 39.5% | 55.4%-15.9pp | 69.5%-30.0pp | 67.2%-27.7pp |
| Annual return | 18.17% | 56.03%-37.9pp | 986.71%-968.5pp | 160.69%-142.5pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,457 | $2,628-44.6% | $4,083-64.3% | $4,126-64.7% |
| Admin fee / account holder | $2,704 | $3,942-31.4% | $5,645-52.1% | $5,650-52.1% |