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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 | $109,039 | $88,710+22.9% | $81,783+33.3% | $145,959-25.3% |
| Participation rate | 18.2% | 75.0%-56.9pp | 72.4%-54.2pp | 80.3%-62.1pp |
| Annual return | 34.23% | 1027.26%-993.0pp | 775.05%-740.8pp | 561.95%-527.7pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,994 | $4,645-57.1% | $4,320-53.8% | $6,689-70.2% |
| Admin fee / account holder | $3,052 | $8,407-63.7% | $7,380-58.6% | $13,398-77.2% |