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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 | $109,435 | $106,008+3.2% | $92,240+18.6% | $147,586-25.8% |
| Participation rate | 14.3% | 80.4%-66.1pp | 76.5%-62.2pp | 82.8%-68.5pp |
| Annual return | 15.14% | 50.05%-34.9pp | 176.29%-161.2pp | 578.59%-563.5pp |
| Employer contribution / active EE | $508 | $4,333-88.3% | $3,680-86.2% | $4,876-89.6% |
| Participant deferral / active EE | $3,095 | $4,478-30.9% | $3,897-20.6% | $5,439-43.1% |
| Admin fee / account holder | $11,225 | $6,333+77.3% | $5,194+116.1% | $10,886+3.1% |