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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 | $88,754+22.3% | $81,820+32.7% | $145,877-25.6% |
| Participation rate | 5.9% | 75.1%-69.2pp | 72.4%-66.5pp | 80.3%-74.4pp |
| Annual return | 24.80% | 1031.77%-1007.0pp | 777.93%-753.1pp | 551.28%-526.5pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,765 | $4,648-62.0% | $4,323-59.2% | $6,691-73.6% |
| Admin fee / account holder | $783 | $8,424-90.7% | $7,391-89.4% | $13,402-94.2% |