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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 | $76,785-15.9% | $56,441+14.5% | $145,959-55.7% |
| Participation rate | 64.3% | 63.2%+1.0pp | 52.5%+11.8pp | 80.3%-16.0pp |
| Annual return | 9.07% | 3000.51%-2991.4pp | 1704.21%-1695.1pp | 561.95%-552.9pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,188 | $2,624-16.6% | $1,953+12.1% | $6,689-67.3% |
| Admin fee / account holder | $1,699 | $3,334-49.0% | $2,829-39.9% | $13,398-87.3% |