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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 | $89,905 | $54,729+64.3% | $86,235+4.3% | $71,529+25.7% |
| Participation rate | 43.2% | 60.1%-16.9pp | 69.0%-25.8pp | 67.9%-24.8pp |
| Annual return | 14.77% | 20.07%-5.3pp | 1170.03%-1155.3pp | 28.97%-14.2pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $4,831 | $3,110+55.3% | $3,987+21.2% | $4,291+12.6% |
| Admin fee / account holder | $9,046 | $1,921+370.8% | $6,856+31.9% | $1,588+469.5% |