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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 | $128,527 | $109,872+17.0% | $98,483+30.5% | $167,536-23.3% |
| Participation rate | 22.2% | 75.8%-53.6pp | 73.3%-51.1pp | 82.1%-59.9pp |
| Annual return | 11.49% | 1959.31%-1947.8pp | 1494.38%-1482.9pp | 478.82%-467.3pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,244 | $4,673-73.4% | $4,276-70.9% | $6,342-80.4% |
| Admin fee / account holder | $1,933 | $6,757-71.4% | $5,953-67.5% | $12,315-84.3% |