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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 | $60,752 | $76,522-20.6% | $56,033+8.4% | $145,884-58.4% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 15.30% | 3014.28%-2999.0pp | 1711.38%-1696.1pp | 551.85%-536.6pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,882 | $2,624+86.1% | $1,954+149.9% | $6,690-27.0% |
| Admin fee / account holder | $941 | $3,328-71.7% | $2,827-66.7% | $13,392-93.0% |