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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 | $64,255 | $60,139+6.8% | $90,461-29.0% | $79,856-19.5% |
| Participation rate | 16.1% | 65.0%-48.9pp | 72.7%-56.6pp | 69.6%-53.5pp |
| Annual return | 17.11% | 71.96%-54.9pp | 1294.76%-1277.7pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,886 | $2,939-35.8% | $3,964-52.4% | $3,741-49.6% |
| Admin fee / account holder | $857 | $3,978-78.5% | $5,617-84.7% | $5,306-83.9% |