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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 | $129,637 | $52,519+146.8% | $155,789-16.8% | $59,632+117.4% |
| Participation rate | 65.4% | 61.7%+3.7pp | 76.1%-10.7pp | 68.7%-3.3pp |
| Annual return | 2.47% | 53.51%-51.0pp | 71.54%-69.1pp | 2041.32%-2038.8pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $10,783 | $3,084+249.6% | $4,798+124.7% | $3,192+237.8% |
| Admin fee / account holder | $14,281 | $3,540+303.4% | $7,477+91.0% | $4,297+232.4% |