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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 | $115,742 | $84,741+36.6% | $75,731+52.8% | $167,553-30.9% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.8%-32.0pp | 82.1%-39.3pp |
| Annual return | 46.08% | 199.72%-153.6pp | 104.65%-58.6pp | 478.89%-432.8pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,286 | $4,577-6.4% | $3,820+12.2% | $6,343-32.4% |
| Admin fee / account holder | $51,878 | $5,361+867.8% | $3,620+1333.1% | $12,316+321.2% |