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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 | $135,786 | $88,815+52.9% | $81,882+65.8% | $145,897-6.9% |
| Participation rate | 46.2% | 75.1%-28.9pp | 72.4%-26.2pp | 80.3%-34.2pp |
| Annual return | 12.94% | 1033.75%-1020.8pp | 779.47%-766.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $746 | $4,647-83.9% | $4,323-82.7% | $6,689-88.8% |
| Admin fee / account holder | $8,357 | $8,434-0.9% | $7,360+13.6% | $13,390-37.6% |