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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 | $77,552 | $58,391+32.8% | $76,657+1.2% | $72,975+6.3% |
| Participation rate | 26.0% | 67.4%-41.4pp | 72.1%-46.1pp | 69.5%-43.5pp |
| Annual return | 21.67% | 2306.65%-2285.0pp | 1166.74%-1145.1pp | 81.01%-59.3pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,537 | $2,690-42.9% | $3,335-53.9% | $3,608-57.4% |
| Admin fee / account holder | $3,062 | $4,014-23.7% | $6,423-52.3% | $5,124-40.2% |