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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 | $132,042 | $65,434+101.8% | $98,483+34.1% | $85,847+53.8% |
| Participation rate | 48.3% | 65.0%-16.7pp | 73.3%-25.1pp | 69.3%-21.0pp |
| Annual return | 15.55% | 21.75%-6.2pp | 1494.38%-1478.8pp | 318.61%-303.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,544 | $3,168+11.9% | $4,276-17.1% | $3,952-10.3% |
| Admin fee / account holder | $1,901 | $4,595-58.6% | $5,953-68.1% | $6,261-69.6% |