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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 | $95,249 | $63,346+50.4% | $92,240+3.3% | $70,126+35.8% |
| Participation rate | 46.4% | 68.7%-22.2pp | 76.5%-30.1pp | 69.5%-23.1pp |
| Annual return | 76.29% | 530.19%-453.9pp | 176.29%-100.0pp | 73.15%+3.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,195 | $2,854+82.0% | $3,897+33.3% | $3,332+55.9% |
| Admin fee / account holder | $47,940 | $3,841+1148.2% | $5,194+823.0% | $4,645+932.0% |