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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 | $83,651 | $107,941-22.5% | $91,994-9.1% | $152,909-45.3% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 78.32% | 89.28%-11.0pp | 69.04%+9.3pp | 345.46%-267.1pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,813 | $6,366-8.7% | $5,924-1.9% | $5,851-0.7% |
| Admin fee / account holder | $22,840 | $10,521+117.1% | $7,744+194.9% | $11,601+96.9% |