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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 | $80,939 | $80,812+0.2% | $160,784-49.7% | $82,448-1.8% |
| Participation rate | 22.5% | 66.2%-43.7pp | 77.0%-54.5pp | 68.1%-45.6pp |
| Annual return | 15.93% | 100.59%-84.7pp | 1803.92%-1788.0pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,647 | $4,335-62.0% | $6,293-73.8% | $4,139-60.2% |
| Admin fee / account holder | $1,817 | $7,695-76.4% | $9,717-81.3% | $7,234-74.9% |