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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 | $83,734 | $65,566+27.7% | $86,235-2.9% | $75,177+11.4% |
| Participation rate | 33.9% | 60.5%-26.6pp | 69.0%-35.1pp | 67.2%-33.3pp |
| Annual return | 15.52% | 46.07%-30.6pp | 1170.03%-1154.5pp | 160.75%-145.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,603 | $3,023-47.0% | $3,987-59.8% | $4,126-61.1% |
| Admin fee / account holder | $933 | $5,470-82.9% | $6,856-86.4% | $5,651-83.5% |