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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 | $138,934 | $72,071+92.8% | $68,368+103.2% | $137,256+1.2% |
| Participation rate | 59.1% | 76.2%-17.1pp | 73.8%-14.7pp | 80.0%-20.9pp |
| Annual return | 15.98% | 353.14%-337.2pp | 292.57%-276.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,482 | $4,410-66.4% | $4,123-64.1% | $6,407-76.9% |
| Admin fee / account holder | $4,075 | $5,336-23.6% | $5,150-20.9% | $12,270-66.8% |