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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 | $132,847 | $100,895+31.7% | $90,430+46.9% | $158,950-16.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 32.35% | 1725.54%-1693.2pp | 1293.73%-1261.4pp | 302.91%-270.6pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,073 | $4,347+131.7% | $3,963+154.2% | $5,983+68.4% |
| Admin fee / account holder | $10,944 | $6,505+68.2% | $5,613+95.0% | $11,248-2.7% |