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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 | $88,770 | $65,440+35.7% | $98,506-9.9% | $85,851+3.4% |
| Participation rate | 24.7% | 65.0%-40.3pp | 73.3%-48.6pp | 69.3%-44.6pp |
| Annual return | 15.41% | 21.75%-6.3pp | 1494.92%-1479.5pp | 318.63%-303.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $904 | $3,168-71.5% | $4,277-78.9% | $3,952-77.1% |
| Admin fee / account holder | $2,031 | $4,596-55.8% | $5,955-65.9% | $6,261-67.6% |