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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 | $148,540 | $100,203+48.2% | $85,240+74.3% | $145,897+1.8% |
| Participation rate | 18.8% | 74.1%-55.4pp | 67.5%-48.8pp | 80.3%-61.6pp |
| Annual return | 15.09% | 84.28%-69.2pp | 66.75%-51.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,316 | $5,299-56.3% | $4,527-48.8% | $6,689-65.4% |
| Admin fee / account holder | $50,462 | $7,265+594.6% | $6,165+718.6% | $13,390+276.9% |