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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 | $66,869 | $55,446+20.6% | $155,574-57.0% | $74,429-10.2% |
| Participation rate | 26.8% | 61.9%-35.1pp | 78.2%-51.4pp | 67.2%-40.4pp |
| Annual return | 13.57% | 269.20%-255.6pp | 64.87%-51.3pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,316 | $2,836-53.6% | $5,629-76.6% | $4,348-69.7% |
| Admin fee / account holder | $4,770 | $1,743+173.7% | $15,914-70.0% | $1,944+145.3% |