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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 | $136,911 | $99,011+38.3% | $86,582+58.1% | $147,586-7.2% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 19.58% | 1312.75%-1293.2pp | 965.08%-945.5pp | 578.59%-559.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,544 | $3,972-10.8% | $3,609-1.8% | $5,439-34.8% |
| Admin fee / account holder | $5,080 | $5,709-11.0% | $4,904+3.6% | $10,886-53.3% |