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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 | $168,856 | $137,414+22.9% | $189,545-10.9% | $85,851+96.7% |
| Participation rate | 39.4% | 84.6%-45.2pp | 87.8%-48.4pp | 69.3%-29.9pp |
| Annual return | 13.26% | 38.14%-24.9pp | 555.36%-542.1pp | 318.63%-305.4pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,001 | $6,260+11.8% | $8,220-14.8% | $3,952+77.1% |
| Admin fee / account holder | $62,185 | $8,630+620.6% | $12,049+416.1% | $6,261+893.2% |