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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 | $185,573 | $96,643+92.0% | $86,617+114.2% | $139,456+33.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 20.25% | 106.57%-86.3pp | 591.91%-571.7pp | 373.45%-353.2pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,140 | $4,835+27.0% | $4,437+38.4% | $6,711-8.5% |
| Admin fee / account holder | $66,908 | $6,406+944.5% | $5,613+1092.1% | $11,407+486.6% |