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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 | $103,964 | $92,224+12.7% | $105,223-1.2% | $79,634+30.6% |
| Participation rate | 19.4% | 69.2%-49.7pp | 75.0%-55.6pp | 62.5%-43.1pp |
| Annual return | 12.27% | 88.65%-76.4pp | 180.65%-168.4pp | 36.46%-24.2pp |
| Employer contribution / active EE | $369 | $3,965-90.7% | $3,689-90.0% | $2,529-85.4% |
| Participant deferral / active EE | $1,476 | $3,834-61.5% | $5,072-70.9% | $3,835-61.5% |
| Admin fee / account holder | $21,743 | $1,121+1840.2% | $8,859+145.4% | $1,002+2070.1% |