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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 | $155,243 | $73,518+111.2% | $63,005+146.4% | $147,585+5.2% |
| Participation rate | 26.7% | 77.9%-51.2pp | 74.8%-48.1pp | 82.8%-56.2pp |
| Annual return | 24.53% | 175.46%-150.9pp | 87.59%-63.1pp | 578.58%-554.1pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,414 | $4,183-42.3% | $3,329-27.5% | $5,439-55.6% |
| Admin fee / account holder | $11,247 | $5,952+89.0% | $3,599+212.5% | $10,886+3.3% |