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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 | $83,791 | $76,785+9.1% | $56,441+48.5% | $145,959-42.6% |
| Participation rate | 30.0% | 63.2%-33.2pp | 52.5%-22.5pp | 80.3%-50.3pp |
| Annual return | 9.83% | 3000.51%-2990.7pp | 1704.21%-1694.4pp | 561.95%-552.1pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,930 | $2,624-26.4% | $1,953-1.2% | $6,689-71.1% |
| Admin fee / account holder | $25,941 | $3,334+678.1% | $2,829+816.9% | $13,398+93.6% |