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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 | $88,778+29.6% | $81,844+40.6% | $145,884-21.1% |
| Participation rate | 61.9% | 75.1%-13.2pp | 72.4%-10.5pp | 80.3%-18.4pp |
| Annual return | 12.96% | 1033.03%-1020.1pp | 778.87%-765.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,064 | $4,648+73.5% | $4,323+86.5% | $6,690+20.5% |
| Admin fee / account holder | $25,614 | $8,430+203.8% | $7,355+248.2% | $13,392+91.3% |