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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 | $142,582 | $102,393+39.2% | $147,041-3.0% | $80,911+76.2% |
| Participation rate | 57.6% | 75.9%-18.3pp | 82.2%-24.6pp | 67.6%-10.1pp |
| Annual return | 14.73% | 134.95%-120.2pp | 419.21%-404.5pp | 35.63%-20.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,228 | $6,647-21.3% | $8,071-35.2% | $4,297+21.7% |
| Admin fee / account holder | $2,968 | $7,943-62.6% | $13,006-77.2% | $6,935-57.2% |