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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 | $112,690 | $99,995+12.7% | $85,063+32.5% | $145,978-22.8% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 13.09% | 83.99%-70.9pp | 66.54%-53.4pp | 550.52%-537.4pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,270 | $5,295-38.2% | $4,523-27.7% | $6,690-51.1% |
| Admin fee / account holder | $587 | $7,255-91.9% | $6,155-90.5% | $13,400-95.6% |