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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 | $148,886 | $57,330+159.7% | $86,656+71.8% | $75,177+98.0% |
| Participation rate | 27.9% | 63.2%-35.3pp | 71.7%-43.8pp | 67.2%-39.3pp |
| Annual return | 16.78% | 2675.40%-2658.6pp | 593.09%-576.3pp | 160.75%-144.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,312 | $3,320+29.9% | $4,439-2.9% | $4,126+4.5% |
| Admin fee / account holder | $1,250 | $4,115-69.6% | $5,619-77.7% | $5,651-77.9% |