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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 | $109,967+30.5% | $97,197+47.6% | $145,877-1.6% |
| Participation rate | 33.3% | 76.0%-42.6pp | 72.7%-39.4pp | 80.3%-47.0pp |
| Annual return | 157.44% | 244.27%-86.8pp | 75.47%+82.0pp | 551.28%-393.8pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,600 | $4,676-44.4% | $4,263-39.0% | $6,691-61.1% |
| Admin fee / account holder | $662 | $6,199-89.3% | $5,637-88.3% | $13,402-95.1% |