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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 | $131,353 | $108,701+20.8% | $74,723+75.8% | $152,909-14.1% |
| Participation rate | 52.2% | 65.4%-13.2pp | 54.5%-2.3pp | 82.5%-30.3pp |
| Annual return | 23.55% | 114.12%-90.6pp | 753.18%-729.6pp | 345.46%-321.9pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,686 | $2,709+73.0% | $1,962+138.9% | $5,851-19.9% |
| Admin fee / account holder | $3,953 | $4,906-19.4% | $3,335+18.5% | $11,601-65.9% |