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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 | $100,735 | $65,434+53.9% | $98,483+2.3% | $85,847+17.3% |
| Participation rate | 59.6% | 65.0%-5.4pp | 73.3%-13.7pp | 69.3%-9.7pp |
| Annual return | 21.70% | 21.75%-0.1pp | 1494.38%-1472.7pp | 318.61%-296.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,268 | $3,168-60.0% | $4,276-70.3% | $3,952-67.9% |
| Admin fee / account holder | $2,408 | $4,595-47.6% | $5,953-59.6% | $6,261-61.5% |