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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 | $101,228 | $96,678+4.7% | $86,640+16.8% | $139,466-27.4% |
| Participation rate | 45.8% | 74.4%-28.6pp | 71.7%-25.9pp | 80.3%-34.5pp |
| Annual return | 11.39% | 106.69%-95.3pp | 592.52%-581.1pp | 373.66%-362.3pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $895 | $4,837-81.5% | $4,438-79.8% | $6,712-86.7% |
| Admin fee / account holder | $18,574 | $6,410+189.8% | $5,616+230.7% | $11,409+62.8% |