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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 | $132,068 | $101,591+30.0% | $147,096-10.2% | $74,429+77.4% |
| Participation rate | 25.6% | 75.5%-49.9pp | 82.2%-56.6pp | 67.2%-41.6pp |
| Annual return | 15.32% | 8746.45%-8731.1pp | 419.75%-404.4pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,587 | $7,302-50.9% | $8,071-55.6% | $4,348-17.5% |
| Admin fee / account holder | $7,140 | $1,750+308.0% | $13,005-45.1% | $1,944+267.2% |