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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 | $92,929 | $99,031-6.2% | $86,597+7.3% | $147,585-37.0% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 20.47% | 1312.56%-1292.1pp | 964.96%-944.5pp | 578.57%-558.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,257 | $3,972-68.3% | $3,609-65.2% | $5,439-76.9% |
| Admin fee / account holder | $13,045 | $5,711+128.4% | $4,906+165.9% | $10,885+19.8% |