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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 | $153,570 | $65,555+134.3% | $86,216+78.1% | $75,173+104.3% |
| Participation rate | 40.4% | 60.5%-20.1pp | 69.0%-28.5pp | 67.2%-26.8pp |
| Annual return | 17.21% | 46.07%-28.9pp | 1169.42%-1152.2pp | 160.72%-143.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,541 | $3,023-15.9% | $3,986-36.3% | $4,126-38.4% |
| Admin fee / account holder | $27,173 | $5,469+396.8% | $6,853+296.5% | $5,651+380.9% |