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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 | $90,568 | $76,368+18.6% | $67,681+33.8% | $154,746-41.5% |
| Participation rate | 42.9% | 79.0%-36.1pp | 73.7%-30.9pp | 80.7%-37.8pp |
| Annual return | 10.95% | 1066.77%-1055.8pp | 590.58%-579.6pp | 172.34%-161.4pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,738 | $4,824-1.8% | $3,976+19.2% | $6,730-29.6% |
| Admin fee / account holder | $10,622 | $8,559+24.1% | $6,100+74.1% | $14,365-26.1% |