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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 | $107,735 | $88,815+21.3% | $81,882+31.6% | $145,897-26.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 13.57% | 1033.75%-1020.2pp | 779.47%-765.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,883 | $4,647+26.6% | $4,323+36.1% | $6,689-12.1% |
| Admin fee / account holder | $364 | $8,434-95.7% | $7,360-95.1% | $13,390-97.3% |