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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 | $52,158 | $108,912-52.1% | $100,383-48.0% | $145,959-64.3% |
| Participation rate | 68.2% | 83.0%-14.8pp | 81.5%-13.3pp | 80.3%-12.1pp |
| Annual return | 286.63% | 57.96%+228.7pp | 49.26%+237.4pp | 561.95%-275.3pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $9,921 | $8,451+17.4% | $8,086+22.7% | $6,689+48.3% |
| Admin fee / account holder | $6,722 | $9,690-30.6% | $7,900-14.9% | $13,398-49.8% |