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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 | $143,667 | $88,754+61.9% | $81,820+75.6% | $145,877-1.5% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 11.53% | 1031.77%-1020.2pp | 777.93%-766.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,000 | $4,648+115.2% | $4,323+131.3% | $6,691+49.5% |
| Admin fee / account holder | $2,569 | $8,424-69.5% | $7,391-65.2% | $13,402-80.8% |