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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 | $89,519 | $62,409+43.4% | $120,574-25.8% | $74,459+20.2% |
| Participation rate | 48.1% | 56.8%-8.6pp | 71.9%-23.8pp | 67.2%-19.1pp |
| Annual return | 32.75% | 18.62%+14.1pp | 107.42%-74.7pp | 1369.70%-1337.0pp |
| Employer contribution / active EE | $0 | $1,847-100.0% | $3,471-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,348 | $2,888+15.9% | $4,996-33.0% | $4,350-23.0% |
| Admin fee / account holder | $759 | $2,394-68.3% | $9,445-92.0% | $1,945-61.0% |