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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 | $128,474 | $100,060+28.4% | $149,721-14.2% | $70,126+83.2% |
| Participation rate | 35.6% | 83.6%-48.0pp | 87.1%-51.5pp | 69.5%-34.0pp |
| Annual return | 14.26% | 27.46%-13.2pp | 1501.67%-1487.4pp | 73.15%-58.9pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,714 | $4,982-25.5% | $6,568-43.5% | $3,332+11.5% |
| Admin fee / account holder | $2,134 | $8,285-74.2% | $11,282-81.1% | $4,645-54.1% |