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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 | $137,859 | $88,754+55.3% | $81,820+68.5% | $145,877-5.5% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 17.09% | 1031.77%-1014.7pp | 777.93%-760.8pp | 551.28%-534.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,596 | $4,648-22.6% | $4,323-16.8% | $6,691-46.3% |
| Admin fee / account holder | $1,901 | $8,424-77.4% | $7,391-74.3% | $13,402-85.8% |