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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 | $64,602 | $76,519-15.6% | $56,025+15.3% | $145,897-55.7% |
| Participation rate | 64.3% | 63.2%+1.1pp | 52.5%+11.8pp | 80.3%-16.0pp |
| Annual return | 9.07% | 3017.03%-3008.0pp | 1712.69%-1703.6pp | 552.29%-543.2pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,188 | $2,624-16.6% | $1,955+12.0% | $6,689-67.3% |
| Admin fee / account holder | $1,699 | $3,331-49.0% | $2,828-39.9% | $13,390-87.3% |