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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 | $90,530-13.5% | $76,030+3.0% | $145,897-46.3% |
| Participation rate | 31.8% | 74.4%-42.6pp | 69.1%-37.2pp | 80.3%-48.5pp |
| Annual return | 14.32% | 625.08%-610.8pp | 361.54%-347.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,508 | $5,164-51.4% | $4,257-41.1% | $6,689-62.5% |
| Admin fee / account holder | $30,817 | $8,383+267.6% | $6,421+380.0% | $13,390+130.1% |