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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 | $89,116 | $59,402+50.0% | $93,654-4.8% | $74,546+19.5% |
| Participation rate | 29.7% | 59.7%-29.9pp | 68.7%-39.0pp | 67.2%-37.5pp |
| Annual return | 19.13% | 81.86%-62.7pp | 133.34%-114.2pp | 1366.03%-1346.9pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,204 | $3,049+5.1% | $4,413-27.4% | $4,347-26.3% |
| Admin fee / account holder | $3,194 | $3,023+5.7% | $8,282-61.4% | $1,944+64.3% |