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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 | $100,198 | $96,678+3.6% | $86,640+15.6% | $139,466-28.2% |
| Participation rate | 52.9% | 74.4%-21.5pp | 71.7%-18.8pp | 80.3%-27.4pp |
| Annual return | 20.55% | 106.69%-86.1pp | 592.52%-572.0pp | 373.66%-353.1pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,256 | $4,837-74.0% | $4,438-71.7% | $6,712-81.3% |
| Admin fee / account holder | $28,646 | $6,410+346.9% | $5,616+410.1% | $11,409+151.1% |