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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 | $126,300 | $90,691+39.3% | $76,119+65.9% | $145,884-13.4% |
| Participation rate | 18.2% | 74.5%-56.3pp | 69.1%-50.9pp | 80.3%-62.1pp |
| Annual return | 16.32% | 624.52%-608.2pp | 361.25%-344.9pp | 551.85%-535.5pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,485 | $5,167-51.9% | $4,259-41.7% | $6,690-62.9% |
| Admin fee / account holder | $7,927 | $8,383-5.4% | $6,421+23.4% | $13,392-40.8% |