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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 | $87,254 | $65,566+33.1% | $86,235+1.2% | $75,177+16.1% |
| Participation rate | 57.7% | 60.5%-2.8pp | 69.0%-11.3pp | 67.2%-9.5pp |
| Annual return | 15.81% | 46.07%-30.3pp | 1170.03%-1154.2pp | 160.75%-144.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,307 | $3,023+42.4% | $3,987+8.0% | $4,126+4.4% |
| Admin fee / account holder | $11,845 | $5,470+116.5% | $6,856+72.8% | $5,651+109.6% |