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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 | $79,683 | $58,726+35.7% | $142,898-44.2% | $85,851-7.2% |
| Participation rate | 27.9% | 58.5%-30.6pp | 72.0%-44.0pp | 69.3%-41.4pp |
| Annual return | 37.19% | 27.73%+9.5pp | 5639.64%-5602.5pp | 318.63%-281.4pp |
| Employer contribution / active EE | $211 | $1,424-85.2% | $4,146-94.9% | $2,565-91.8% |
| Participant deferral / active EE | $0 | $2,609-100.0% | $3,838-100.0% | $3,952-100.0% |
| Admin fee / account holder | $924 | $4,234-78.2% | $6,560-85.9% | $6,261-85.2% |