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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 | $175,066 | $106,003+65.2% | $92,236+89.8% | $147,585+18.6% |
| Participation rate | 61.5% | 80.4%-18.9pp | 76.5%-14.9pp | 82.8%-21.3pp |
| Annual return | 13.23% | 50.05%-36.8pp | 176.29%-163.1pp | 578.57%-565.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,513 | $4,478-43.9% | $3,897-35.5% | $5,439-53.8% |
| Admin fee / account holder | $31,337 | $6,333+394.8% | $5,194+503.3% | $10,885+187.9% |