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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 | $115,662 | $99,011+16.8% | $86,582+33.6% | $147,586-21.6% |
| Participation rate | 37.5% | 76.3%-38.8pp | 73.5%-36.0pp | 82.8%-45.3pp |
| Annual return | 9.05% | 1312.75%-1303.7pp | 965.08%-956.0pp | 578.59%-569.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $550 | $3,972-86.2% | $3,609-84.8% | $5,439-89.9% |
| Admin fee / account holder | $29,601 | $5,709+418.5% | $4,904+503.6% | $10,886+171.9% |