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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 | $101,600 | $63,346+60.4% | $92,240+10.1% | $70,126+44.9% |
| Participation rate | 36.6% | 68.7%-32.1pp | 76.5%-39.9pp | 69.5%-33.0pp |
| Annual return | 14.90% | 530.19%-515.3pp | 176.29%-161.4pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,473 | $2,854-13.4% | $3,897-36.5% | $3,332-25.8% |
| Admin fee / account holder | $12,568 | $3,841+227.2% | $5,194+142.0% | $4,645+170.5% |