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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 | $197,989 | $157,304+25.9% | $141,197+40.2% | $152,909+29.5% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.5%-62.5pp |
| Annual return | 17.07% | 64.34%-47.3pp | 71.41%-54.3pp | 345.46%-328.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,500 | $7,111-36.7% | $6,710-32.9% | $5,851-23.1% |
| Admin fee / account holder | $2,949 | $12,126-75.7% | $10,265-71.3% | $11,601-74.6% |