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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 | $153,186 | $99,053+54.7% | $88,179+73.7% | $138,895+10.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 11.61% | 78.17%-66.6pp | 64.97%-53.4pp | 145.39%-133.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $898 | $5,225-82.8% | $4,614-80.5% | $6,396-86.0% |
| Admin fee / account holder | $19,163 | $8,748+119.0% | $7,673+149.7% | $12,562+52.5% |