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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 | $83,654 | $88,778-5.8% | $81,844+2.2% | $145,884-42.7% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 13.50% | 1033.03%-1019.5pp | 778.87%-765.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,981 | $4,648-57.4% | $4,323-54.2% | $6,690-70.4% |
| Admin fee / account holder | $17,126 | $8,430+103.1% | $7,355+132.8% | $13,392+27.9% |