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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 | $72,915 | $56,197+29.8% | $67,652+7.8% | $59,633+22.3% |
| Participation rate | 69.2% | 71.5%-2.2pp | 75.7%-6.4pp | 68.7%+0.6pp |
| Annual return | 1.50% | 18508.10%-18506.6pp | 6625.40%-6623.9pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,998 | $2,844+5.4% | $3,560-15.8% | $3,192-6.1% |
| Admin fee / account holder | $5,539 | $3,958+39.9% | $4,821+14.9% | $4,297+28.9% |