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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 | $100,027 | $49,897+100.5% | $80,648+24.0% | $75,177+33.1% |
| Participation rate | 23.1% | 55.3%-32.3pp | 67.0%-43.9pp | 67.2%-44.1pp |
| Annual return | 21.40% | 34.68%-13.3pp | 937.21%-915.8pp | 160.75%-139.4pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,520 | $2,992+17.6% | $4,443-20.8% | $4,126-14.7% |
| Admin fee / account holder | $941 | $3,579-73.7% | $5,382-82.5% | $5,651-83.3% |