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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 | $99,512 | $88,702+12.2% | $81,780+21.7% | $145,978-31.8% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.4%-17.8pp | 80.3%-25.7pp |
| Annual return | 12.74% | 1029.12%-1016.4pp | 776.27%-763.5pp | 550.52%-537.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,712 | $4,645+1.4% | $4,321+9.1% | $6,690-29.6% |
| Admin fee / account holder | $30,234 | $8,414+259.3% | $7,384+309.5% | $13,400+125.6% |