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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 | $90,108 | $121,656-25.9% | $104,614-13.9% | $158,950-43.3% |
| Participation rate | 57.1% | 77.5%-20.4pp | 74.1%-16.9pp | 82.0%-24.8pp |
| Annual return | 91.82% | 465.51%-373.7pp | 340.56%-248.7pp | 302.91%-211.1pp |
| Employer contribution / active EE | $0 | $3,164-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,440 | $4,177+126.0% | $3,739+152.5% | $5,983+57.8% |
| Admin fee / account holder | $5,867 | $7,775-24.5% | $6,464-9.2% | $11,248-47.8% |