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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 | $169,241 | $99,652+69.8% | $78,778+114.8% | $147,586+14.7% |
| Participation rate | 63.2% | 76.2%-13.1pp | 69.2%-6.0pp | 82.8%-19.7pp |
| Annual return | 11.29% | 47.28%-36.0pp | 35.62%-24.3pp | 578.59%-567.3pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,736 | $3,664+2.0% | $2,958+26.3% | $5,439-31.3% |
| Admin fee / account holder | $2,032 | $7,155-71.6% | $5,134-60.4% | $10,886-81.3% |