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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 | $172,906 | $109,872+57.4% | $98,483+75.6% | $167,536+3.2% |
| Participation rate | 61.5% | 75.8%-14.3pp | 73.3%-11.8pp | 82.1%-20.6pp |
| Annual return | 13.05% | 1959.31%-1946.3pp | 1494.38%-1481.3pp | 478.82%-465.8pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $12,218 | $4,673+161.4% | $4,276+185.7% | $6,342+92.6% |
| Admin fee / account holder | $7,133 | $6,757+5.6% | $5,953+19.8% | $12,315-42.1% |