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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 | $108,594 | $102,595+5.8% | $94,057+15.5% | $154,746-29.8% |
| Participation rate | 9.1% | 76.0%-66.9pp | 73.3%-64.3pp | 80.7%-71.6pp |
| Annual return | 20.09% | 583.42%-563.3pp | 480.62%-460.5pp | 172.34%-152.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,295 | $5,118-74.7% | $4,709-72.5% | $6,730-80.8% |
| Admin fee / account holder | $1,554 | $7,736-79.9% | $7,244-78.5% | $14,365-89.2% |