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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 | $96,678+90.0% | $86,640+112.1% | $139,466+31.7% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 15.77% | 106.69%-90.9pp | 592.52%-576.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,703 | $4,837+17.9% | $4,438+28.5% | $6,712-15.0% |
| Admin fee / account holder | $8,344 | $6,410+30.2% | $5,616+48.6% | $11,409-26.9% |