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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 | $86,849 | $114,093-23.9% | $96,171-9.7% | $167,536-48.2% |
| Participation rate | 25.0% | 75.1%-50.1pp | 68.4%-43.4pp | 82.1%-57.1pp |
| Annual return | 15.21% | 190.00%-174.8pp | 192.04%-176.8pp | 478.82%-463.6pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,615 | $5,197-68.9% | $4,350-62.9% | $6,342-74.5% |
| Admin fee / account holder | $49,134 | $6,899+612.2% | $5,538+787.2% | $12,315+299.0% |