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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 | $78,312 | $90,614-13.6% | $76,089+2.9% | $145,877-46.3% |
| Participation rate | 31.8% | 74.5%-42.7pp | 69.1%-37.3pp | 80.3%-48.5pp |
| Annual return | 14.32% | 623.80%-609.5pp | 360.94%-346.6pp | 551.28%-537.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,508 | $5,168-51.5% | $4,259-41.1% | $6,691-62.5% |
| Admin fee / account holder | $30,817 | $8,376+267.9% | $6,418+380.2% | $13,402+129.9% |