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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 | $40,175 | $65,555-38.7% | $86,216-53.4% | $75,173-46.6% |
| Participation rate | 53.3% | 60.5%-7.2pp | 69.0%-15.6pp | 67.2%-13.9pp |
| Annual return | 17.54% | 46.07%-28.5pp | 1169.42%-1151.9pp | 160.72%-143.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,567 | $3,023+18.0% | $3,986-10.5% | $4,126-13.5% |
| Admin fee / account holder | $3,816 | $5,469-30.2% | $6,853-44.3% | $5,651-32.5% |