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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 | $75,036 | $60,119+24.8% | $90,430-17.0% | $79,858-6.0% |
| Participation rate | 57.1% | 65.0%-7.8pp | 72.7%-15.5pp | 69.6%-12.5pp |
| Annual return | 12.80% | 71.94%-59.1pp | 1293.73%-1280.9pp | 31.72%-18.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,567 | $2,938-46.7% | $3,963-60.5% | $3,740-58.1% |
| Admin fee / account holder | $3,465 | $3,976-12.8% | $5,613-38.3% | $5,306-34.7% |