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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 | $102,325 | $85,766+19.3% | $136,298-24.9% | $70,126+45.9% |
| Participation rate | 44.4% | 74.2%-29.7pp | 81.9%-37.5pp | 69.5%-25.1pp |
| Annual return | 22.80% | 31.46%-8.7pp | 5156.27%-5133.5pp | 73.15%-50.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,772 | $5,051+53.9% | $6,247+24.4% | $3,332+133.3% |
| Admin fee / account holder | $15,089 | $5,421+178.4% | $9,244+63.2% | $4,645+224.8% |