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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 | $87,654 | $80,812+8.5% | $160,784-45.5% | $82,448+6.3% |
| Participation rate | 30.8% | 66.2%-35.5pp | 77.0%-46.2pp | 68.1%-37.3pp |
| Annual return | 16.96% | 100.59%-83.6pp | 1803.92%-1787.0pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,309 | $4,335-46.7% | $6,293-63.3% | $4,139-44.2% |
| Admin fee / account holder | $1,759 | $7,695-77.1% | $9,717-81.9% | $7,234-75.7% |