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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 | $100,481 | $65,555+53.3% | $86,216+16.5% | $75,173+33.7% |
| Participation rate | 27.4% | 60.5%-33.1pp | 69.0%-41.6pp | 67.2%-39.8pp |
| Annual return | 23.33% | 46.07%-22.7pp | 1169.42%-1146.1pp | 160.72%-137.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,637 | $3,023-45.9% | $3,986-58.9% | $4,126-60.3% |
| Admin fee / account holder | $9,153 | $5,469+67.4% | $6,853+33.6% | $5,651+62.0% |