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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 | $158,144 | $106,918+47.9% | $84,021+88.2% | $152,897+3.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 14.49% | 105.01%-90.5pp | 71.32%-56.8pp | 345.43%-330.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,781 | $4,012-55.6% | $3,239-45.0% | $5,851-69.6% |
| Admin fee / account holder | $1,114 | $8,288-86.6% | $6,102-81.8% | $11,599-90.4% |