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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 | $90,054 | $60,128+49.8% | $90,440-0.4% | $79,852+12.8% |
| Participation rate | 58.6% | 65.0%-6.4pp | 72.7%-14.1pp | 69.6%-11.0pp |
| Annual return | 14.84% | 71.95%-57.1pp | 1294.38%-1279.5pp | 31.72%-16.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,012 | $2,939-65.6% | $3,964-74.5% | $3,740-72.9% |
| Admin fee / account holder | $8,194 | $3,977+106.0% | $5,615+45.9% | $5,306+54.4% |