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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 | $108,405 | $59,448+82.4% | $93,696+15.7% | $74,459+45.6% |
| Participation rate | 47.9% | 59.6%-11.7pp | 68.7%-20.8pp | 67.2%-19.3pp |
| Annual return | 18.94% | 82.11%-63.2pp | 133.74%-114.8pp | 1369.70%-1350.8pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,653 | $3,052+19.7% | $4,417-17.3% | $4,350-16.0% |
| Admin fee / account holder | $12,062 | $3,027+298.5% | $8,287+45.6% | $1,945+520.2% |