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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 | $145,469 | $57,305+153.8% | $86,640+67.9% | $75,173+93.5% |
| Participation rate | 34.3% | 63.2%-28.9pp | 71.7%-37.4pp | 67.2%-32.9pp |
| Annual return | 17.71% | 2674.24%-2656.5pp | 592.52%-574.8pp | 160.72%-143.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,267 | $3,320+28.5% | $4,438-3.9% | $4,126+3.4% |
| Admin fee / account holder | $1,268 | $4,116-69.2% | $5,616-77.4% | $5,651-77.6% |