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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 | $127,895 | $104,544+22.3% | $76,657+66.8% | $152,897-16.4% |
| Participation rate | 54.2% | 76.6%-22.4pp | 72.1%-17.9pp | 82.5%-28.3pp |
| Annual return | 20.12% | 1014.36%-994.2pp | 1166.74%-1146.6pp | 345.43%-325.3pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,315 | $4,236+1.9% | $3,335+29.4% | $5,851-26.3% |
| Admin fee / account holder | $769 | $12,286-93.7% | $6,423-88.0% | $11,599-93.4% |