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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 | $214,370 | $85,766+149.9% | $136,298+57.3% | $70,126+205.7% |
| Participation rate | 42.3% | 74.2%-31.8pp | 81.9%-39.6pp | 69.5%-27.2pp |
| Annual return | 24.91% | 31.46%-6.5pp | 5156.27%-5131.4pp | 73.15%-48.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,405 | $5,051-12.8% | $6,247-29.5% | $3,332+32.2% |
| Admin fee / account holder | $4,829 | $5,421-10.9% | $9,244-47.8% | $4,645+4.0% |