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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 | $108,008 | $60,139+79.6% | $90,461+19.4% | $79,856+35.3% |
| Participation rate | 53.1% | 65.0%-11.9pp | 72.7%-19.6pp | 69.6%-16.5pp |
| Annual return | 11.75% | 71.96%-60.2pp | 1294.76%-1283.0pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,719 | $2,939-41.5% | $3,964-56.6% | $3,741-54.0% |
| Admin fee / account holder | $44,256 | $3,978+1012.4% | $5,617+687.9% | $5,306+734.0% |