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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 | $129,433 | $124,187+4.2% | $108,410+19.4% | $167,518-22.7% |
| Participation rate | 40.0% | 82.3%-42.3pp | 80.1%-40.1pp | 82.1%-42.1pp |
| Annual return | 10.44% | 1379.80%-1369.4pp | 905.34%-894.9pp | 478.71%-468.3pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,440 | $6,908-64.7% | $6,562-62.8% | $6,342-61.5% |
| Admin fee / account holder | $448 | $9,456-95.3% | $7,296-93.9% | $12,312-96.4% |