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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 | $86,225 | $47,479+81.6% | $62,929+37.0% | $82,448+4.6% |
| Participation rate | 57.7% | 66.9%-9.2pp | 73.1%-15.4pp | 68.1%-10.4pp |
| Annual return | 13.29% | 20.34%-7.1pp | 1063.93%-1050.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,293 | $2,870+258.6% | $3,888+164.7% | $4,139+148.7% |
| Admin fee / account holder | $14,525 | $3,804+281.9% | $5,065+186.8% | $7,234+100.8% |