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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 | $155,962 | $53,063+193.9% | $124,206+25.6% | $82,637+88.7% |
| Participation rate | 22.2% | 58.4%-36.2pp | 69.6%-47.4pp | 68.1%-45.8pp |
| Annual return | 14.48% | 68.87%-54.4pp | 515.27%-500.8pp | 53.51%-39.0pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,052 | $2,644-22.4% | $3,968-48.3% | $4,126-50.3% |
| Admin fee / account holder | $9,614 | $4,281+124.6% | $5,929+62.2% | $7,339+31.0% |