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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 | $116,582 | $88,754+31.4% | $81,820+42.5% | $145,877-20.1% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 19.53% | 1031.77%-1012.2pp | 777.93%-758.4pp | 551.28%-531.8pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,740 | $4,648-62.6% | $4,323-59.7% | $6,691-74.0% |
| Admin fee / account holder | $3,258 | $8,424-61.3% | $7,391-55.9% | $13,402-75.7% |