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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 | $160,288 | $102,385+56.6% | $147,080+9.0% | $80,935+98.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 13.91% | 135.09%-121.2pp | 420.17%-406.3pp | 35.66%-21.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,873 | $6,651+3.3% | $8,066-14.8% | $4,299+59.9% |
| Admin fee / account holder | $16,852 | $7,951+111.9% | $12,989+29.7% | $6,924+143.4% |