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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 | $184,616 | $105,200+75.5% | $159,474+15.8% | $85,847+115.1% |
| Participation rate | 52.9% | 75.8%-22.8pp | 82.8%-29.9pp | 69.3%-16.4pp |
| Annual return | 13.24% | 45.08%-31.8pp | 263.68%-250.4pp | 318.61%-305.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,423 | $5,946+24.8% | $7,353+0.9% | $3,952+87.8% |
| Admin fee / account holder | $38,591 | $6,934+456.5% | $10,802+257.2% | $6,261+516.4% |