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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 | $72,593 | $58,923+23.2% | $97,167-25.3% | $74,546-2.6% |
| Participation rate | 68.9% | 63.6%+5.4pp | 72.7%-3.7pp | 67.2%+1.7pp |
| Annual return | 22.43% | 16.04%+6.4pp | 75.27%-52.8pp | 1366.03%-1343.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,729-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $5,033 | $3,664+37.4% | $4,264+18.1% | $4,347+15.8% |
| Admin fee / account holder | $1,090 | $1,974-44.8% | $5,650-80.7% | $1,944-43.9% |