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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 | $56,619 | $138,072-59.0% | $123,549-54.2% | $135,382-58.2% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | 165.35% | 153.69%+11.7pp | 119.20%+46.1pp | 519.77%-354.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $13,075 | $6,799+92.3% | $6,426+103.5% | $5,609+133.1% |
| Admin fee / account holder | $4,123 | $10,917-62.2% | $9,284-55.6% | $10,829-61.9% |