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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 | $60,221 | $211,224-71.5% | $178,505-66.3% | $145,897-58.7% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 268.77% | 30.28%+238.5pp | 27.16%+241.6pp | 552.29%-283.5pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,845 | $6,966-73.5% | $6,280-70.6% | $6,689-72.4% |
| Admin fee / account holder | $9,162 | $12,109-24.3% | $10,428-12.1% | $13,390-31.6% |