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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 | $127,208 | $65,434+94.4% | $98,483+29.2% | $85,847+48.2% |
| Participation rate | 56.3% | 65.0%-8.8pp | 73.3%-17.1pp | 69.3%-13.1pp |
| Annual return | 18.69% | 21.75%-3.1pp | 1494.38%-1475.7pp | 318.61%-299.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,431 | $3,168+39.9% | $4,276+3.6% | $3,952+12.1% |
| Admin fee / account holder | $774 | $4,595-83.1% | $5,953-87.0% | $6,261-87.6% |