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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 | $133,121 | $68,398+94.6% | $94,664+40.6% | $75,173+77.1% |
| Participation rate | 42.9% | 76.1%-33.2pp | 80.8%-38.0pp | 67.2%-24.3pp |
| Annual return | 35.25% | 616.72%-581.5pp | 156.84%-121.6pp | 160.72%-125.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,479 | $6,537-16.2% | $7,417-26.1% | $4,126+32.8% |
| Admin fee / account holder | $22,230 | $5,324+317.5% | $7,222+207.8% | $5,651+293.4% |