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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 | $150,621 | $96,643+55.9% | $86,617+73.9% | $139,456+8.0% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 19.02% | 106.57%-87.6pp | 591.91%-572.9pp | 373.45%-354.4pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,823 | $4,835+20.4% | $4,437+31.2% | $6,711-13.2% |
| Admin fee / account holder | $25,754 | $6,406+302.0% | $5,613+358.8% | $11,407+125.8% |