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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 | $88,754-0.3% | $81,820+8.2% | $145,877-39.3% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 12.86% | 1031.77%-1018.9pp | 777.93%-765.1pp | 551.28%-538.4pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,081 | $4,648-12.2% | $4,323-5.6% | $6,691-39.0% |
| Admin fee / account holder | $2,518 | $8,424-70.1% | $7,391-65.9% | $13,402-81.2% |