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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 | $154,310 | $102,393+50.7% | $147,041+4.9% | $80,911+90.7% |
| Participation rate | 42.1% | 75.9%-33.8pp | 82.2%-40.1pp | 67.6%-25.5pp |
| Annual return | 12.58% | 134.95%-122.4pp | 419.21%-406.6pp | 35.63%-23.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,162 | $6,647-7.3% | $8,071-23.7% | $4,297+43.4% |
| Admin fee / account holder | $24,273 | $7,943+205.6% | $13,006+86.6% | $6,935+250.0% |