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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 | $200,587 | $88,710+126.1% | $81,783+145.3% | $145,959+37.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 24.10% | 1027.26%-1003.2pp | 775.05%-751.0pp | 561.95%-537.8pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $11,500 | $4,645+147.6% | $4,320+166.2% | $6,689+71.9% |
| Admin fee / account holder | $2,320 | $8,407-72.4% | $7,380-68.6% | $13,398-82.7% |