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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 | $102,085 | $101,653+0.4% | $147,080-30.6% | $74,459+37.1% |
| Participation rate | 49.1% | 75.6%-26.5pp | 82.2%-33.1pp | 67.2%-18.2pp |
| Annual return | 14.65% | 8754.98%-8740.3pp | 420.17%-405.5pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,312 | $7,304-41.0% | $8,066-46.5% | $4,350-0.9% |
| Admin fee / account holder | $4,132 | $1,752+135.9% | $12,989-68.2% | $1,945+112.5% |