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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 | $112,626 | $65,575+71.8% | $86,209+30.6% | $75,181+49.8% |
| Participation rate | 55.6% | 60.5%-4.9pp | 69.0%-13.4pp | 67.2%-11.6pp |
| Annual return | 16.32% | 46.07%-29.7pp | 1169.05%-1152.7pp | 160.69%-144.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,047 | $3,023-32.3% | $3,986-48.7% | $4,126-50.4% |
| Admin fee / account holder | $3,440 | $5,470-37.1% | $6,853-49.8% | $5,650-39.1% |