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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 | $69,550 | $60,119+15.7% | $90,430-23.1% | $79,858-12.9% |
| Participation rate | 14.5% | 65.0%-50.5pp | 72.7%-58.2pp | 69.6%-55.1pp |
| Annual return | 12.73% | 71.94%-59.2pp | 1293.73%-1281.0pp | 31.72%-19.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $865 | $2,938-70.6% | $3,963-78.2% | $3,740-76.9% |
| Admin fee / account holder | $516 | $3,976-87.0% | $5,613-90.8% | $5,306-90.3% |