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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 | $154,830 | $112,131+38.1% | $95,964+61.3% | $158,982-2.6% |
| Participation rate | 38.5% | 79.0%-40.5pp | 77.1%-38.6pp | 82.0%-43.5pp |
| Annual return | 22.87% | 171.19%-148.3pp | 91.64%-68.8pp | 302.99%-280.1pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,893 | $4,784-39.5% | $4,167-30.6% | $5,983-51.7% |
| Admin fee / account holder | $5,889 | $10,136-41.9% | $6,797-13.4% | $11,252-47.7% |