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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 | $81,027 | $99,011-18.2% | $86,582-6.4% | $147,586-45.1% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 15.81% | 1312.75%-1296.9pp | 965.08%-949.3pp | 578.59%-562.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,350 | $3,972+59.9% | $3,609+76.0% | $5,439+16.8% |
| Admin fee / account holder | $14,461 | $5,709+153.3% | $4,904+194.9% | $10,886+32.8% |