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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 | $101,594 | $57,305+77.3% | $86,640+17.3% | $75,173+35.1% |
| Participation rate | 63.7% | 63.2%+0.5pp | 71.7%-8.0pp | 67.2%-3.5pp |
| Annual return | 13.86% | 2674.24%-2660.4pp | 592.52%-578.7pp | 160.72%-146.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,013 | $3,320+51.0% | $4,438+12.9% | $4,126+21.5% |
| Admin fee / account holder | $7,909 | $4,116+92.2% | $5,616+40.8% | $5,651+40.0% |