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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 | $185,363 | $102,385+81.0% | $147,080+26.0% | $80,935+129.0% |
| Participation rate | 59.4% | 75.9%-16.5pp | 82.2%-22.8pp | 67.7%-8.3pp |
| Annual return | 48.97% | 135.09%-86.1pp | 420.17%-371.2pp | 35.66%+13.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,524 | $6,651+28.2% | $8,066+5.7% | $4,299+98.3% |
| Admin fee / account holder | $1,096 | $7,951-86.2% | $12,989-91.6% | $6,924-84.2% |