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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 | $63,037 | $60,128+4.8% | $90,440-30.3% | $79,852-21.1% |
| Participation rate | 36.2% | 65.0%-28.8pp | 72.7%-36.5pp | 69.6%-33.5pp |
| Annual return | 14.78% | 71.95%-57.2pp | 1294.38%-1279.6pp | 31.72%-16.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,412 | $2,939-51.9% | $3,964-64.4% | $3,740-62.2% |
| Admin fee / account holder | $1,074 | $3,977-73.0% | $5,615-80.9% | $5,306-79.8% |