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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 | $144,710 | $88,778+63.0% | $81,844+76.8% | $145,884-0.8% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 12.76% | 1033.03%-1020.3pp | 778.87%-766.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,639 | $4,648-43.2% | $4,323-39.0% | $6,690-60.6% |
| Admin fee / account holder | $2,157 | $8,430-74.4% | $7,355-70.7% | $13,392-83.9% |