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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 | $78,661 | $54,729+43.7% | $86,235-8.8% | $71,529+10.0% |
| Participation rate | 32.6% | 60.1%-27.5pp | 69.0%-36.4pp | 67.9%-35.3pp |
| Annual return | 16.84% | 20.07%-3.2pp | 1170.03%-1153.2pp | 28.97%-12.1pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $3,511 | $3,110+12.9% | $3,987-11.9% | $4,291-18.2% |
| Admin fee / account holder | $4,133 | $1,921+115.1% | $6,856-39.7% | $1,588+160.2% |