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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 | $119,735 | $73,421+63.1% | $66,439+80.2% | $155,188-22.8% |
| Participation rate | 31.3% | 79.7%-48.4pp | 74.5%-43.2pp | 80.8%-49.6pp |
| Annual return | 8.56% | 1382.37%-1373.8pp | 757.66%-749.1pp | 148.84%-140.3pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,756 | $4,680-62.5% | $3,876-54.7% | $6,531-73.1% |
| Admin fee / account holder | $17,777 | $8,856+100.7% | $6,173+188.0% | $14,480+22.8% |