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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 | $108,922-52.1% | $100,398-48.0% | $145,978-64.3% |
| Participation rate | 68.2% | 83.0%-14.8pp | 81.5%-13.3pp | 80.3%-12.1pp |
| Annual return | 286.63% | 58.04%+228.6pp | 49.32%+237.3pp | 550.52%-263.9pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,921 | $8,450+17.4% | $8,084+22.7% | $6,690+48.3% |
| Admin fee / account holder | $6,722 | $9,680-30.6% | $7,893-14.8% | $13,400-49.8% |