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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 | $61,015 | $55,423+10.1% | $155,602-60.8% | $74,400-18.0% |
| Participation rate | 26.9% | 61.9%-35.0pp | 78.2%-51.4pp | 67.2%-40.4pp |
| Annual return | 13.37% | 269.07%-255.7pp | 64.81%-51.4pp | 1367.51%-1354.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,066 | $2,835-62.4% | $5,629-81.1% | $4,348-75.5% |
| Admin fee / account holder | $964 | $1,744-44.8% | $15,923-93.9% | $1,944-50.4% |