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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 | $149,594 | $65,575+128.1% | $86,209+73.5% | $75,181+99.0% |
| Participation rate | 40.7% | 60.5%-19.7pp | 69.0%-28.2pp | 67.2%-26.5pp |
| Annual return | 14.50% | 46.07%-31.6pp | 1169.05%-1154.6pp | 160.69%-146.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,776 | $3,023-41.2% | $3,986-55.4% | $4,126-56.9% |
| Admin fee / account holder | $1,857 | $5,470-66.0% | $6,853-72.9% | $5,650-67.1% |