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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 | $126,516 | $92,224+37.2% | $105,223+20.2% | $79,634+58.9% |
| Participation rate | 17.7% | 69.2%-51.5pp | 75.0%-57.4pp | 62.5%-44.8pp |
| Annual return | 17.97% | 88.65%-70.7pp | 180.65%-162.7pp | 36.46%-18.5pp |
| Employer contribution / active EE | $0 | $3,965-100.0% | $3,689-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,755 | $3,834-54.2% | $5,072-65.4% | $3,835-54.2% |
| Admin fee / account holder | $3,195 | $1,121+185.1% | $8,859-63.9% | $1,002+218.9% |