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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 | $71,674 | $60,128+19.2% | $90,440-20.7% | $79,852-10.2% |
| Participation rate | 59.4% | 65.0%-5.6pp | 72.7%-13.3pp | 69.6%-10.3pp |
| Annual return | 14.70% | 71.95%-57.2pp | 1294.38%-1279.7pp | 31.72%-17.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,240 | $2,939+10.2% | $3,964-18.3% | $3,740-13.4% |
| Admin fee / account holder | $2,056 | $3,977-48.3% | $5,615-63.4% | $5,306-61.3% |