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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 | $91,122 | $99,011-8.0% | $86,582+5.2% | $147,586-38.3% |
| Participation rate | 54.5% | 76.3%-21.8pp | 73.5%-19.0pp | 82.8%-28.3pp |
| Annual return | 16.39% | 1312.75%-1296.4pp | 965.08%-948.7pp | 578.59%-562.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,808 | $3,972+46.2% | $3,609+61.0% | $5,439+6.8% |
| Admin fee / account holder | $18,664 | $5,709+226.9% | $4,904+280.6% | $10,886+71.5% |