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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 | $115,207 | $124,187-7.2% | $108,410+6.3% | $167,518-31.2% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 21.64% | 1379.80%-1358.2pp | 905.34%-883.7pp | 478.71%-457.1pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $10,078 | $6,908+45.9% | $6,562+53.6% | $6,342+58.9% |
| Admin fee / account holder | $26,167 | $9,456+176.7% | $7,296+258.7% | $12,312+112.5% |