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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 | $110,322 | $88,778+24.3% | $81,844+34.8% | $145,884-24.4% |
| Participation rate | 29.2% | 75.1%-45.9pp | 72.4%-43.2pp | 80.3%-51.1pp |
| Annual return | 20.42% | 1033.03%-1012.6pp | 778.87%-758.5pp | 551.85%-531.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,611 | $4,648-22.3% | $4,323-16.5% | $6,690-46.0% |
| Admin fee / account holder | $1,052 | $8,430-87.5% | $7,355-85.7% | $13,392-92.1% |