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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 | $195,132 | $59,448+228.2% | $93,696+108.3% | $74,459+162.1% |
| Participation rate | 23.1% | 59.6%-36.6pp | 68.7%-45.6pp | 67.2%-44.1pp |
| Annual return | 23.78% | 82.11%-58.3pp | 133.74%-110.0pp | 1369.70%-1345.9pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,695 | $3,052-11.7% | $4,417-39.0% | $4,350-38.0% |
| Admin fee / account holder | $42,936 | $3,027+1318.3% | $8,287+418.1% | $1,945+2107.8% |