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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 | $116,468 | $99,011+17.6% | $86,582+34.5% | $147,586-21.1% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 17.93% | 1312.75%-1294.8pp | 965.08%-947.2pp | 578.59%-560.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,610 | $3,972-34.3% | $3,609-27.7% | $5,439-52.0% |
| Admin fee / account holder | $15,577 | $5,709+172.9% | $4,904+217.6% | $10,886+43.1% |