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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 | $122,975 | $65,555+87.6% | $86,216+42.6% | $75,173+63.6% |
| Participation rate | 36.7% | 60.5%-23.8pp | 69.0%-32.2pp | 67.2%-30.5pp |
| Annual return | 12.90% | 46.07%-33.2pp | 1169.42%-1156.5pp | 160.72%-147.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,610 | $3,023-46.7% | $3,986-59.6% | $4,126-61.0% |
| Admin fee / account holder | $9,594 | $5,469+75.4% | $6,853+40.0% | $5,651+69.8% |