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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 | $60,397 | $60,139+0.4% | $90,461-33.2% | $79,856-24.4% |
| Participation rate | 34.4% | 65.0%-30.6pp | 72.7%-38.3pp | 69.6%-35.2pp |
| Annual return | 16.13% | 71.96%-55.8pp | 1294.76%-1278.6pp | 31.71%-15.6pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,663 | $2,939+58.7% | $3,964+17.6% | $3,741+24.7% |
| Admin fee / account holder | $5,280 | $3,978+32.7% | $5,617-6.0% | $5,306-0.5% |