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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 | $149,453 | $88,815+68.3% | $81,882+82.5% | $145,897+2.4% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 14.83% | 1033.75%-1018.9pp | 779.47%-764.6pp | 552.29%-537.5pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,600 | $4,647-44.1% | $4,323-39.9% | $6,689-61.1% |
| Admin fee / account holder | $821 | $8,434-90.3% | $7,360-88.8% | $13,390-93.9% |