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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 | $240,033 | $77,157+211.1% | $108,405+121.4% | $85,847+179.6% |
| Participation rate | 51.4% | 74.7%-23.3pp | 80.1%-28.8pp | 69.3%-18.0pp |
| Annual return | 13.86% | 44.55%-30.7pp | 905.55%-891.7pp | 318.61%-304.7pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,456 | $5,567-20.0% | $6,563-32.1% | $3,952+12.7% |
| Admin fee / account holder | $36,112 | $5,174+598.0% | $7,297+394.9% | $6,261+476.8% |