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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 | $121,755 | $52,519+131.8% | $155,789-21.8% | $59,633+104.2% |
| Participation rate | 68.6% | 61.7%+6.9pp | 76.1%-7.5pp | 68.7%-0.1pp |
| Annual return | 2.94% | 53.51%-50.6pp | 71.54%-68.6pp | 2041.45%-2038.5pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,893 | $3,084+58.6% | $4,798+2.0% | $3,192+53.3% |
| Admin fee / account holder | $649 | $3,540-81.7% | $7,477-91.3% | $4,297-84.9% |