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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 | $94,349 | $99,011-4.7% | $86,582+9.0% | $147,586-36.1% |
| Participation rate | 25.0% | 76.3%-51.3pp | 73.5%-48.5pp | 82.8%-57.8pp |
| Annual return | 13.97% | 1312.75%-1298.8pp | 965.08%-951.1pp | 578.59%-564.6pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,020 | $3,972-49.2% | $3,609-44.0% | $5,439-62.9% |
| Admin fee / account holder | $25,225 | $5,709+341.9% | $4,904+414.4% | $10,886+131.7% |