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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 | $176,599 | $118,875+48.6% | $96,572+82.9% | $167,553+5.4% |
| Participation rate | 28.6% | 75.5%-46.9pp | 69.8%-41.3pp | 82.1%-53.5pp |
| Annual return | 11.52% | 50.50%-39.0pp | 37.79%-26.3pp | 478.89%-467.4pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,467 | $4,617-24.9% | $3,850-9.9% | $6,343-45.3% |
| Admin fee / account holder | $1,882 | $8,070-76.7% | $6,183-69.6% | $12,316-84.7% |