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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 | $131,825 | $65,555+101.1% | $86,216+52.9% | $75,173+75.4% |
| Participation rate | 35.7% | 60.5%-24.8pp | 69.0%-33.2pp | 67.2%-31.5pp |
| Annual return | 23.05% | 46.07%-23.0pp | 1169.42%-1146.4pp | 160.72%-137.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,693 | $3,023-44.0% | $3,986-57.5% | $4,126-59.0% |
| Admin fee / account holder | $11,666 | $5,469+113.3% | $6,853+70.2% | $5,651+106.5% |