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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 | $117,701 | $58,311+101.9% | $81,882+43.7% | $80,959+45.4% |
| Participation rate | 16.7% | 63.5%-46.8pp | 72.4%-55.7pp | 67.7%-51.0pp |
| Annual return | 15.28% | 41.85%-26.6pp | 779.47%-764.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,187 | $3,287-33.5% | $4,323-49.4% | $4,300-49.2% |
| Admin fee / account holder | $8,758 | $4,752+84.3% | $7,360+19.0% | $6,925+26.5% |