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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 | $95,059 | $102,422-7.2% | $147,117-35.4% | $80,959+17.4% |
| Participation rate | 59.0% | 75.9%-16.9pp | 82.2%-23.2pp | 67.7%-8.7pp |
| Annual return | 456.38% | 135.16%+321.2pp | 420.54%+35.8pp | 35.67%+420.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,655 | $6,652+15.1% | $8,065-5.1% | $4,300+78.0% |
| Admin fee / account holder | $2,382 | $7,953-70.1% | $12,993-81.7% | $6,925-65.6% |