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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 | $96,330 | $59,456+62.0% | $93,681+2.8% | $74,400+29.5% |
| Participation rate | 28.7% | 59.6%-30.9pp | 68.7%-40.0pp | 67.2%-38.5pp |
| Annual return | 19.53% | 82.00%-62.5pp | 133.47%-113.9pp | 1367.51%-1348.0pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,076 | $3,052+33.6% | $4,415-7.7% | $4,348-6.3% |
| Admin fee / account holder | $11,479 | $3,026+279.4% | $8,290+38.5% | $1,944+490.6% |