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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 | $98,283 | $57,305+71.5% | $86,640+13.4% | $75,173+30.7% |
| Participation rate | 62.5% | 63.2%-0.7pp | 71.7%-9.2pp | 67.2%-4.7pp |
| Annual return | 27.62% | 2674.24%-2646.6pp | 592.52%-564.9pp | 160.72%-133.1pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,978 | $3,320-40.4% | $4,438-55.4% | $4,126-52.1% |
| Admin fee / account holder | $8,801 | $4,116+113.8% | $5,616+56.7% | $5,651+55.8% |