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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 | $83,823 | $24,891+236.8% | $69,611+20.4% | $74,429+12.6% |
| Participation rate | 13.6% | 63.4%-49.8pp | 66.4%-52.8pp | 67.2%-53.6pp |
| Annual return | 11.94% | 18.53%-6.6pp | 101.14%-89.2pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $0 | $1,005-100.0% | $1,709-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,123 | $1,908-41.1% | $2,891-61.1% | $4,348-74.2% |
| Admin fee / account holder | $22,192 | $1,904+1065.3% | $4,696+372.6% | $1,944+1041.4% |