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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 | $106,930 | $107,368-0.4% | $92,915+15.1% | $152,909-30.1% |
| Participation rate | 20.0% | 79.8%-59.8pp | 76.0%-56.0pp | 82.5%-62.5pp |
| Annual return | 350.69% | 145.64%+205.1pp | 109.45%+241.2pp | 345.46%+5.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,866 | $4,848-20.3% | $4,238-8.8% | $5,851-33.9% |
| Admin fee / account holder | $587 | $7,082-91.7% | $5,796-89.9% | $11,601-94.9% |