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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 | $183,722 | $96,643+90.1% | $86,617+112.1% | $139,456+31.7% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 15.77% | 106.57%-90.8pp | 591.91%-576.1pp | 373.45%-357.7pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,703 | $4,835+18.0% | $4,437+28.5% | $6,711-15.0% |
| Admin fee / account holder | $8,344 | $6,406+30.3% | $5,613+48.7% | $11,407-26.9% |