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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 | $174,729 | $109,411+59.7% | $89,435+95.4% | $158,982+9.9% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 13.87% | 345.68%-331.8pp | 245.55%-231.7pp | 302.99%-289.1pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $15,649 | $4,600+240.2% | $3,890+302.2% | $5,983+161.5% |
| Admin fee / account holder | $1,780 | $6,159-71.1% | $4,884-63.6% | $11,252-84.2% |