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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 | $66,495 | $76,634-13.2% | $56,054+18.6% | $145,978-54.4% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 12.33% | 3004.33%-2992.0pp | 1705.95%-1693.6pp | 550.52%-538.2pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,100 | $2,622+132.6% | $1,952+212.5% | $6,690-8.8% |
| Admin fee / account holder | $360 | $3,321-89.2% | $2,822-87.2% | $13,400-97.3% |