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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 | $89,116 | $59,467+49.9% | $93,727-4.9% | $74,478+19.7% |
| Participation rate | 29.7% | 59.6%-29.9pp | 68.7%-39.0pp | 67.2%-37.5pp |
| Annual return | 19.13% | 82.14%-63.0pp | 133.83%-114.7pp | 1370.56%-1351.4pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,204 | $3,052+5.0% | $4,417-27.5% | $4,350-26.4% |
| Admin fee / account holder | $3,194 | $3,028+5.5% | $8,292-61.5% | $1,946+64.2% |