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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 | $111,810 | $58,241+92.0% | $81,780+36.7% | $80,911+38.2% |
| Participation rate | 35.1% | 63.4%-28.3pp | 72.4%-37.2pp | 67.6%-32.5pp |
| Annual return | 18.73% | 41.73%-23.0pp | 776.27%-757.5pp | 35.63%-16.9pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,416 | $3,283+4.1% | $4,321-20.9% | $4,297-20.5% |
| Admin fee / account holder | $26,584 | $4,973+434.6% | $7,384+260.0% | $6,935+283.4% |