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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 | $131,596 | $106,008+24.1% | $92,240+42.7% | $147,586-10.8% |
| Participation rate | 52.6% | 80.4%-27.8pp | 76.5%-23.9pp | 82.8%-30.2pp |
| Annual return | 13.95% | 50.05%-36.1pp | 176.29%-162.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,652 | $4,478-40.8% | $3,897-32.0% | $5,439-51.2% |
| Admin fee / account holder | $1,253 | $6,333-80.2% | $5,194-75.9% | $10,886-88.5% |