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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 | $78,495 | $60,139+30.5% | $90,461-13.2% | $79,856-1.7% |
| Participation rate | 12.5% | 65.0%-52.5pp | 72.7%-60.2pp | 69.6%-57.1pp |
| Annual return | 15.54% | 71.96%-56.4pp | 1294.76%-1279.2pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $932 | $2,939-68.3% | $3,964-76.5% | $3,741-75.1% |
| Admin fee / account holder | $373 | $3,978-90.6% | $5,617-93.4% | $5,306-93.0% |