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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 | $85,325 | $59,467+43.5% | $93,727-9.0% | $74,478+14.6% |
| Participation rate | 40.3% | 59.6%-19.3pp | 68.7%-28.4pp | 67.2%-26.9pp |
| Annual return | 14.47% | 82.14%-67.7pp | 133.83%-119.4pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,349 | $3,052-23.0% | $4,417-46.8% | $4,350-46.0% |
| Admin fee / account holder | $1,535 | $3,028-49.3% | $8,292-81.5% | $1,946-21.1% |