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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 | $152,407 | $65,423+133.0% | $98,477+54.8% | $85,856+77.5% |
| Participation rate | 51.5% | 65.0%-13.5pp | 73.3%-21.8pp | 69.3%-17.8pp |
| Annual return | 14.27% | 21.76%-7.5pp | 1493.59%-1479.3pp | 318.58%-304.3pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,051 | $3,167+27.9% | $4,276-5.3% | $3,952+2.5% |
| Admin fee / account holder | $30,382 | $4,594+561.4% | $5,951+410.5% | $6,261+385.3% |