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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 | $97,525 | $39,798+145.1% | $67,704+44.0% | $59,633+63.5% |
| Participation rate | 39.0% | 57.4%-18.3pp | 67.5%-28.5pp | 68.7%-29.6pp |
| Annual return | 1.48% | 89.94%-88.5pp | 25.41%-23.9pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,830 | $2,335-21.6% | $3,585-48.9% | $3,192-42.7% |
| Admin fee / account holder | $1,524 | $3,212-52.5% | $4,255-64.2% | $4,297-64.5% |