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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 | $71,019 | $114,130-37.8% | $96,192-26.2% | $167,553-57.6% |
| Participation rate | 14.3% | 75.1%-60.8pp | 68.4%-54.2pp | 82.1%-67.8pp |
| Annual return | 14.85% | 190.07%-175.2pp | 192.09%-177.2pp | 478.89%-464.0pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,313 | $5,198-36.3% | $4,351-23.8% | $6,343-47.8% |
| Admin fee / account holder | $18,356 | $6,901+166.0% | $5,539+231.4% | $12,316+49.0% |