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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 | $128,581 | $70,587+82.2% | $124,694+3.1% | $85,851+49.8% |
| Participation rate | 58.1% | 64.4%-6.3pp | 74.6%-16.5pp | 69.3%-11.2pp |
| Annual return | 14.08% | 20688.83%-20674.7pp | 5144.82%-5130.7pp | 318.63%-304.6pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,325-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,265 | $2,969-23.7% | $4,615-50.9% | $3,952-42.7% |
| Admin fee / account holder | $3,660 | $5,282-30.7% | $7,495-51.2% | $6,261-41.5% |