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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 | $91,026 | $59,456+53.1% | $93,669-2.8% | $74,429+22.3% |
| Participation rate | 21.6% | 59.6%-38.0pp | 68.7%-47.1pp | 67.2%-45.6pp |
| Annual return | 12.54% | 82.00%-69.5pp | 133.59%-121.1pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,613 | $3,052-47.1% | $4,416-63.5% | $4,348-62.9% |
| Admin fee / account holder | $3,207 | $3,026+6.0% | $8,291-61.3% | $1,944+64.9% |