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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 | $182,884 | $106,918+71.1% | $84,021+117.7% | $152,897+19.6% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.5%-22.5pp |
| Annual return | 17.83% | 105.01%-87.2pp | 71.32%-53.5pp | 345.43%-327.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,361 | $4,012-16.2% | $3,239+3.8% | $5,851-42.6% |
| Admin fee / account holder | $30,618 | $8,288+269.4% | $6,102+401.8% | $11,599+164.0% |