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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 | $158,580 | $111,878+41.7% | $93,727+69.2% | $145,897+8.7% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.9pp |
| Annual return | 14.78% | 204.28%-189.5pp | 133.83%-119.1pp | 552.29%-537.5pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,469 | $4,920-9.2% | $4,417+1.2% | $6,689-33.2% |
| Admin fee / account holder | $30,917 | $10,256+201.4% | $8,292+272.9% | $13,390+130.9% |