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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 | $89,669 | $65,434+37.0% | $98,483-8.9% | $85,847+4.5% |
| Participation rate | 60.5% | 65.0%-4.5pp | 73.3%-12.8pp | 69.3%-8.8pp |
| Annual return | 12.33% | 21.75%-9.4pp | 1494.38%-1482.0pp | 318.61%-306.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,000 | $3,168+57.8% | $4,276+16.9% | $3,952+26.5% |
| Admin fee / account holder | $468 | $4,595-89.8% | $5,953-92.1% | $6,261-92.5% |