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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 | $59,456+43.5% | $93,681-8.9% | $74,400+14.7% |
| Participation rate | 40.3% | 59.6%-19.3pp | 68.7%-28.4pp | 67.2%-26.9pp |
| Annual return | 14.47% | 82.00%-67.5pp | 133.47%-119.0pp | 1367.51%-1353.0pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,349 | $3,052-23.0% | $4,415-46.8% | $4,348-46.0% |
| Admin fee / account holder | $1,535 | $3,026-49.3% | $8,290-81.5% | $1,944-21.0% |