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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 | $82,601 | $96,388-14.3% | $80,627+2.4% | $139,466-40.8% |
| Participation rate | 53.8% | 73.6%-19.8pp | 67.0%-13.2pp | 80.3%-26.5pp |
| Annual return | 16.73% | 1352.08%-1335.3pp | 936.76%-920.0pp | 373.66%-356.9pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,828 | $5,224+11.5% | $4,443+31.2% | $6,712-13.2% |
| Admin fee / account holder | $7,979 | $6,603+20.8% | $5,381+48.3% | $11,409-30.1% |