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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 | $81,857 | $65,575+24.8% | $86,209-5.0% | $75,181+8.9% |
| Participation rate | 48.4% | 60.5%-12.1pp | 69.0%-20.6pp | 67.2%-18.8pp |
| Annual return | 13.18% | 46.07%-32.9pp | 1169.05%-1155.9pp | 160.69%-147.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,534 | $3,023+16.9% | $3,986-11.4% | $4,126-14.4% |
| Admin fee / account holder | $1,820 | $5,470-66.7% | $6,853-73.4% | $5,650-67.8% |