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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 | $237,515 | $56,431+320.9% | $130,788+81.6% | $87,485+171.5% |
| Participation rate | 14.5% | 58.9%-44.5pp | 70.1%-55.6pp | 68.9%-54.5pp |
| Annual return | 14.45% | 91.27%-76.8pp | 386.44%-372.0pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,683 | $2,749-38.8% | $4,137-59.3% | $4,274-60.6% |
| Admin fee / account holder | $59,263 | $4,433+1236.9% | $6,673+788.1% | $7,775+662.2% |