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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 | $117,069 | $90,614+29.2% | $76,089+53.9% | $145,877-19.7% |
| Participation rate | 16.7% | 74.5%-57.8pp | 69.1%-52.4pp | 80.3%-63.6pp |
| Annual return | 11.62% | 623.80%-612.2pp | 360.94%-349.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,151 | $5,168-58.4% | $4,259-49.5% | $6,691-67.9% |
| Admin fee / account holder | $2,820 | $8,376-66.3% | $6,418-56.1% | $13,402-79.0% |