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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 | $101,539+30.1% | $147,041-10.2% | $74,400+77.5% |
| Participation rate | 25.6% | 75.5%-49.9pp | 82.2%-56.5pp | 67.2%-41.6pp |
| Annual return | 15.32% | 8740.84%-8725.5pp | 419.21%-403.9pp | 1367.51%-1352.2pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,587 | $7,304-50.9% | $8,071-55.6% | $4,348-17.5% |
| Admin fee / account holder | $7,140 | $1,749+308.1% | $13,006-45.1% | $1,944+267.3% |