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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 | $60,119+6.9% | $90,414-28.9% | $79,860-19.5% |
| Participation rate | 16.1% | 65.0%-48.8pp | 72.7%-56.6pp | 69.6%-53.5pp |
| Annual return | 17.11% | 71.94%-54.8pp | 1293.19%-1276.1pp | 31.72%-14.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,886 | $2,938-35.8% | $3,963-52.4% | $3,740-49.6% |
| Admin fee / account holder | $857 | $3,976-78.4% | $5,611-84.7% | $5,306-83.9% |