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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 | $108,551 | $88,710+22.4% | $81,783+32.7% | $145,959-25.6% |
| Participation rate | 5.9% | 75.0%-69.2pp | 72.4%-66.5pp | 80.3%-74.4pp |
| Annual return | 24.80% | 1027.26%-1002.5pp | 775.05%-750.3pp | 561.95%-537.1pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,765 | $4,645-62.0% | $4,320-59.2% | $6,689-73.6% |
| Admin fee / account holder | $783 | $8,407-90.7% | $7,380-89.4% | $13,398-94.2% |