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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 | $88,983 | $88,778+0.2% | $81,844+8.7% | $145,884-39.0% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 10.62% | 1033.03%-1022.4pp | 778.87%-768.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,076 | $4,648-55.3% | $4,323-52.0% | $6,690-69.0% |
| Admin fee / account holder | $3,543 | $8,430-58.0% | $7,355-51.8% | $13,392-73.5% |