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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 | $152,401 | $124,175+22.7% | $108,405+40.6% | $167,536-9.0% |
| Participation rate | 35.0% | 82.3%-47.3pp | 80.1%-45.1pp | 82.1%-47.1pp |
| Annual return | 17.50% | 1380.13%-1362.6pp | 905.55%-888.1pp | 478.82%-461.3pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,830 | $6,908-44.6% | $6,563-41.6% | $6,342-39.6% |
| Admin fee / account holder | $2,071 | $9,457-78.1% | $7,297-71.6% | $12,315-83.2% |