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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 | $148,112 | $85,766+72.7% | $136,298+8.7% | $70,126+111.2% |
| Participation rate | 45.7% | 74.2%-28.4pp | 81.9%-36.2pp | 69.5%-23.8pp |
| Annual return | 19.82% | 31.46%-11.6pp | 5156.27%-5136.4pp | 73.15%-53.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,915 | $5,051-2.7% | $6,247-21.3% | $3,332+47.5% |
| Admin fee / account holder | $17,058 | $5,421+214.7% | $9,244+84.5% | $4,645+267.2% |