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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 | $153,485 | $180,749-15.1% | $160,784-4.5% | $137,256+11.8% |
| Participation rate | 18.2% | 80.0%-61.8pp | 77.0%-58.8pp | 80.0%-61.8pp |
| Annual return | 17.24% | 2234.46%-2217.2pp | 1803.92%-1786.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,690 | $6,844-75.3% | $6,293-73.2% | $6,407-73.6% |
| Admin fee / account holder | $3,223 | $10,397-69.0% | $9,717-66.8% | $12,270-73.7% |