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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 | $169,603 | $176,077-3.7% | $159,455+6.4% | $167,518+1.2% |
| Participation rate | 52.9% | 84.9%-32.0pp | 82.8%-29.9pp | 82.1%-29.2pp |
| Annual return | 16.24% | 331.83%-315.6pp | 263.63%-247.4pp | 478.71%-462.5pp |
| Employer contribution / active EE | $4 | $5,298-99.9% | $4,830-99.9% | $4,838-99.9% |
| Participant deferral / active EE | $5,621 | $7,751-27.5% | $7,353-23.6% | $6,342-11.4% |
| Admin fee / account holder | $44,214 | $12,556+252.1% | $10,800+309.4% | $12,312+259.1% |