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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 | $95,102 | $124,175-23.4% | $108,405-12.3% | $167,536-43.2% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 19.98% | 1380.13%-1360.1pp | 905.55%-885.6pp | 478.82%-458.8pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,667 | $6,908+25.5% | $6,563+32.1% | $6,342+36.6% |
| Admin fee / account holder | $7,152 | $9,457-24.4% | $7,297-2.0% | $12,315-41.9% |