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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 | $71,829 | $54,717+31.3% | $86,209-16.7% | $71,495+0.5% |
| Participation rate | 45.0% | 60.1%-15.1pp | 69.0%-23.9pp | 67.9%-22.9pp |
| Annual return | 15.72% | 20.07%-4.3pp | 1169.05%-1153.3pp | 28.85%-13.1pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,788 | $3,110-10.3% | $3,986-30.0% | $4,291-35.0% |
| Admin fee / account holder | $2,970 | $1,922+54.5% | $6,853-56.7% | $1,588+87.1% |