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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 | $141,092 | $162,529-13.2% | $130,788+7.9% | $154,746-8.8% |
| Participation rate | 25.0% | 75.9%-50.9pp | 70.1%-45.1pp | 80.7%-55.7pp |
| Annual return | 12.81% | 510.48%-497.7pp | 386.44%-373.6pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $830 | $4,808-82.7% | $4,137-79.9% | $6,730-87.7% |
| Admin fee / account holder | $381 | $7,669-95.0% | $6,673-94.3% | $14,365-97.3% |