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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 | $88,489 | $88,702-0.2% | $81,780+8.2% | $145,978-39.4% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 12.86% | 1029.12%-1016.3pp | 776.27%-763.4pp | 550.52%-537.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,081 | $4,645-12.1% | $4,321-5.5% | $6,690-39.0% |
| Admin fee / account holder | $2,518 | $8,414-70.1% | $7,384-65.9% | $13,400-81.2% |