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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 | $173,051 | $79,181+118.6% | $102,423+69.0% | $74,429+132.5% |
| Participation rate | 49.0% | 74.8%-25.8pp | 76.5%-27.5pp | 67.2%-18.2pp |
| Annual return | 16.66% | 54.97%-38.3pp | 29.42%-12.8pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,560 | $4,416+3.3% | $5,054-9.8% | $4,348+4.9% |
| Admin fee / account holder | $4,921 | $2,002+145.8% | $9,455-48.0% | $1,944+153.1% |