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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 | $95,980 | $47,479+102.2% | $62,929+52.5% | $82,448+16.4% |
| Participation rate | 56.0% | 66.9%-10.9pp | 73.1%-17.1pp | 68.1%-12.1pp |
| Annual return | 15.69% | 20.34%-4.7pp | 1063.93%-1048.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,546 | $2,870+232.6% | $3,888+145.5% | $4,139+130.6% |
| Admin fee / account holder | $1,979 | $3,804-48.0% | $5,065-60.9% | $7,234-72.6% |