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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 | $137,932 | $100,033+37.9% | $149,716-7.9% | $70,124+96.7% |
| Participation rate | 60.7% | 83.6%-22.9pp | 87.1%-26.4pp | 69.5%-8.8pp |
| Annual return | 15.47% | 27.43%-12.0pp | 1501.67%-1486.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,354 | $4,982+67.7% | $6,568+27.2% | $3,332+150.7% |
| Admin fee / account holder | $436 | $8,285-94.7% | $11,282-96.1% | $4,645-90.6% |