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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 | $65,679 | $81,763-19.7% | $58,561+12.2% | $139,466-52.9% |
| Participation rate | 16.7% | 61.3%-44.7pp | 50.9%-34.2pp | 80.3%-63.7pp |
| Annual return | 24.27% | 7427.77%-7403.5pp | 4251.33%-4227.1pp | 373.66%-349.4pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,750 | $2,555+46.8% | $1,923+95.0% | $6,712-44.1% |
| Admin fee / account holder | $572 | $3,273-82.5% | $2,520-77.3% | $11,409-95.0% |