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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 | $150,591 | $88,137+70.9% | $164,975-8.7% | $74,429+102.3% |
| Participation rate | 49.3% | 73.1%-23.8pp | 78.6%-29.3pp | 67.2%-17.9pp |
| Annual return | 14.81% | 17.13%-2.3pp | 70.12%-55.3pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $609 | $2,597-76.6% | $4,343-86.0% | $2,625-76.8% |
| Participant deferral / active EE | $6,203 | $4,501+37.8% | $6,033+2.8% | $4,348+42.7% |
| Admin fee / account holder | $17,736 | $2,231+694.8% | $12,688+39.8% | $1,944+812.2% |