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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 | $84,477 | $60,119+40.5% | $90,430-6.6% | $79,858+5.8% |
| Participation rate | 63.0% | 65.0%-2.0pp | 72.7%-9.7pp | 69.6%-6.6pp |
| Annual return | 10.52% | 71.94%-61.4pp | 1293.73%-1283.2pp | 31.72%-21.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,281 | $2,938+113.8% | $3,963+58.5% | $3,740+67.9% |
| Admin fee / account holder | $8,571 | $3,976+115.6% | $5,613+52.7% | $5,306+61.5% |