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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 | $104,780 | $60,393+73.5% | $81,820+28.1% | $74,429+40.8% |
| Participation rate | 35.9% | 62.9%-27.0pp | 72.4%-36.5pp | 67.2%-31.3pp |
| Annual return | 13.55% | 16.89%-3.3pp | 777.93%-764.4pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,005 | $3,397+17.9% | $4,323-7.3% | $4,348-7.9% |
| Admin fee / account holder | $7,225 | $1,491+384.7% | $7,391-2.2% | $1,944+271.6% |