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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 | $136,982 | $65,555+109.0% | $86,216+58.9% | $75,173+82.2% |
| Participation rate | 44.8% | 60.5%-15.7pp | 69.0%-24.1pp | 67.2%-22.4pp |
| Annual return | 13.79% | 46.07%-32.3pp | 1169.42%-1155.6pp | 160.72%-146.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,433 | $3,023-52.6% | $3,986-64.0% | $4,126-65.3% |
| Admin fee / account holder | $3,071 | $5,469-43.8% | $6,853-55.2% | $5,651-45.7% |