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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 | $122,623 | $100,060+22.5% | $149,721-18.1% | $70,126+74.9% |
| Participation rate | 58.6% | 83.6%-25.0pp | 87.1%-28.4pp | 69.5%-10.9pp |
| Annual return | 15.87% | 27.46%-11.6pp | 1501.67%-1485.8pp | 73.15%-57.3pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,344 | $4,982-12.8% | $6,568-33.9% | $3,332+30.4% |
| Admin fee / account holder | $687 | $8,285-91.7% | $11,282-93.9% | $4,645-85.2% |