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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 | $83,844 | $88,815-5.6% | $81,882+2.4% | $145,897-42.5% |
| Participation rate | 18.2% | 75.1%-56.9pp | 72.4%-54.2pp | 80.3%-62.1pp |
| Annual return | 13.82% | 1033.75%-1019.9pp | 779.47%-765.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,791 | $4,647-18.4% | $4,323-12.3% | $6,689-43.3% |
| Admin fee / account holder | $38,116 | $8,434+351.9% | $7,360+417.9% | $13,390+184.6% |