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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 | $140,368 | $99,031+41.7% | $86,597+62.1% | $147,585-4.9% |
| Participation rate | 14.3% | 76.3%-62.1pp | 73.5%-59.3pp | 82.8%-68.5pp |
| Annual return | 16.51% | 1312.56%-1296.1pp | 964.96%-948.5pp | 578.57%-562.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,643 | $3,972-33.5% | $3,609-26.8% | $5,439-51.4% |
| Admin fee / account holder | $8,119 | $5,711+42.2% | $4,906+65.5% | $10,885-25.4% |