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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 | $165,671 | $118,708+39.6% | $98,920+67.5% | $158,982+4.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 25.67% | 372.49%-346.8pp | 196.47%-170.8pp | 302.99%-277.3pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,308 | $5,089-54.7% | $4,245-45.6% | $5,983-61.4% |
| Admin fee / account holder | $2,684 | $10,134-73.5% | $6,643-59.6% | $11,252-76.1% |