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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 | $67,744 | $45,043+50.4% | $85,063-20.4% | $74,400-8.9% |
| Participation rate | 9.9% | 49.4%-39.4pp | 67.5%-57.6pp | 67.2%-57.3pp |
| Annual return | 11.42% | 26.26%-14.8pp | 66.54%-55.1pp | 1367.51%-1356.1pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,727-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,121 | $2,733-59.0% | $4,523-75.2% | $4,348-74.2% |
| Admin fee / account holder | $12,091 | $2,210+447.1% | $6,155+96.4% | $1,944+522.1% |