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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 | $147,425 | $60,139+145.1% | $90,461+63.0% | $79,856+84.6% |
| Participation rate | 47.2% | 65.0%-17.8pp | 72.7%-25.5pp | 69.6%-22.4pp |
| Annual return | 17.07% | 71.96%-54.9pp | 1294.76%-1277.7pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,959 | $2,939+34.7% | $3,964-0.1% | $3,741+5.8% |
| Admin fee / account holder | $2,944 | $3,978-26.0% | $5,617-47.6% | $5,306-44.5% |