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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 | $143,478 | $110,093+30.3% | $97,295+47.5% | $145,897-1.7% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.3pp | 80.3%-47.0pp |
| Annual return | 157.44% | 244.76%-87.3pp | 75.62%+81.8pp | 552.29%-394.9pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,600 | $4,678-44.4% | $4,264-39.0% | $6,689-61.1% |
| Admin fee / account holder | $662 | $6,212-89.4% | $5,646-88.3% | $13,390-95.1% |