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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 | $126,016 | $88,710+42.1% | $81,783+54.1% | $145,959-13.7% |
| Participation rate | 23.5% | 75.0%-51.5pp | 72.4%-48.8pp | 80.3%-56.8pp |
| Annual return | 10.28% | 1027.26%-1017.0pp | 775.05%-764.8pp | 561.95%-551.7pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,064 | $4,645-77.1% | $4,320-75.4% | $6,689-84.1% |
| Admin fee / account holder | $2,188 | $8,407-74.0% | $7,380-70.4% | $13,398-83.7% |