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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 | $182,461 | $118,708+53.7% | $98,920+84.5% | $158,982+14.8% |
| Participation rate | 56.3% | 77.8%-21.6pp | 76.0%-19.8pp | 82.0%-25.7pp |
| Annual return | 9.89% | 372.49%-362.6pp | 196.47%-186.6pp | 302.99%-293.1pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,401 | $5,089-52.8% | $4,245-43.4% | $5,983-59.9% |
| Admin fee / account holder | $2,722 | $10,134-73.1% | $6,643-59.0% | $11,252-75.8% |