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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 | $72,466 | $65,440+10.7% | $98,506-26.4% | $85,851-15.6% |
| Participation rate | 51.4% | 65.0%-13.7pp | 73.3%-22.0pp | 69.3%-18.0pp |
| Annual return | 43.61% | 21.75%+21.9pp | 1494.92%-1451.3pp | 318.63%-275.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,759 | $3,168-12.9% | $4,277-35.5% | $3,952-30.2% |
| Admin fee / account holder | $11,290 | $4,596+145.7% | $5,955+89.6% | $6,261+80.3% |