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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 | $249,783 | $112,131+122.8% | $95,964+160.3% | $158,982+57.1% |
| Participation rate | 30.4% | 79.0%-48.6pp | 77.1%-46.6pp | 82.0%-51.5pp |
| Annual return | 15.43% | 171.19%-155.8pp | 91.64%-76.2pp | 302.99%-287.6pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,550 | $4,784-67.6% | $4,167-62.8% | $5,983-74.1% |
| Admin fee / account holder | $1,021 | $10,136-89.9% | $6,797-85.0% | $11,252-90.9% |