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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 | $137,851 | $77,157+78.7% | $108,405+27.2% | $85,847+60.6% |
| Participation rate | 60.0% | 74.7%-14.7pp | 80.1%-20.1pp | 69.3%-9.3pp |
| Annual return | 19.32% | 44.55%-25.2pp | 905.55%-886.2pp | 318.61%-299.3pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,153 | $5,567+10.5% | $6,563-6.2% | $3,952+55.7% |
| Admin fee / account holder | $2,017 | $5,174-61.0% | $7,297-72.4% | $6,261-67.8% |