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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 | $135,551 | $102,422+32.3% | $147,117-7.9% | $80,959+67.4% |
| Participation rate | 41.5% | 75.9%-34.4pp | 82.2%-40.7pp | 67.7%-26.2pp |
| Annual return | 16.01% | 135.16%-119.1pp | 420.54%-404.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,576 | $6,652-46.2% | $8,065-55.7% | $4,300-16.8% |
| Admin fee / account holder | $14,227 | $7,953+78.9% | $12,993+9.5% | $6,925+105.4% |