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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 | $61,984 | $52,450+18.2% | $129,295-52.1% | $74,546-16.9% |
| Participation rate | 44.8% | 53.8%-9.0pp | 69.6%-24.8pp | 67.2%-22.4pp |
| Annual return | 17.08% | 15.65%+1.4pp | 9429.28%-9412.2pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,157-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $6,850 | $2,797+144.9% | $4,169+64.3% | $4,347+57.6% |
| Admin fee / account holder | $3,928 | $2,636+49.0% | $7,665-48.8% | $1,944+102.1% |