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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 | $136,989 | $59,402+130.6% | $93,654+46.3% | $74,546+83.8% |
| Participation rate | 25.5% | 59.7%-34.2pp | 68.7%-43.2pp | 67.2%-41.7pp |
| Annual return | 17.39% | 81.86%-64.5pp | 133.34%-116.0pp | 1366.03%-1348.6pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,714 | $3,049-43.8% | $4,413-61.2% | $4,347-60.6% |
| Admin fee / account holder | $14,678 | $3,023+385.6% | $8,282+77.2% | $1,944+655.2% |