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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 | $115,048 | $88,754+29.6% | $81,820+40.6% | $145,877-21.1% |
| Participation rate | 61.9% | 75.1%-13.2pp | 72.4%-10.5pp | 80.3%-18.4pp |
| Annual return | 12.96% | 1031.77%-1018.8pp | 777.93%-765.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,064 | $4,648+73.5% | $4,323+86.6% | $6,691+20.5% |
| Admin fee / account holder | $25,614 | $8,424+204.1% | $7,391+246.6% | $13,402+91.1% |