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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 | $110,168 | $106,008+3.9% | $92,240+19.4% | $147,586-25.4% |
| Participation rate | 56.3% | 80.4%-24.2pp | 76.5%-20.2pp | 82.8%-26.6pp |
| Annual return | 14.57% | 50.05%-35.5pp | 176.29%-161.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,922 | $4,478-34.8% | $3,897-25.0% | $5,439-46.3% |
| Admin fee / account holder | $16,030 | $6,333+153.1% | $5,194+208.6% | $10,886+47.3% |