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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 | $173,866 | $105,198+65.3% | $159,455+9.0% | $85,856+102.5% |
| Participation rate | 24.6% | 75.8%-51.2pp | 82.8%-58.3pp | 69.3%-44.8pp |
| Annual return | 29.54% | 45.08%-15.5pp | 263.63%-234.1pp | 318.58%-289.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,627 | $5,946-22.2% | $7,353-37.1% | $3,952+17.1% |
| Admin fee / account holder | $18,668 | $6,934+169.2% | $10,800+72.8% | $6,261+198.2% |