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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 | $89,677 | $58,391+53.6% | $76,657+17.0% | $72,975+22.9% |
| Participation rate | 60.9% | 67.4%-6.5pp | 72.1%-11.2pp | 69.5%-8.6pp |
| Annual return | 22.73% | 2306.65%-2283.9pp | 1166.74%-1144.0pp | 81.01%-58.3pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,267 | $2,690+58.6% | $3,335+27.9% | $3,608+18.3% |
| Admin fee / account holder | $847 | $4,014-78.9% | $6,423-86.8% | $5,124-83.5% |