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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 | $182,286 | $65,434+178.6% | $98,483+85.1% | $85,847+112.3% |
| Participation rate | 33.3% | 65.0%-31.7pp | 73.3%-40.0pp | 69.3%-36.0pp |
| Annual return | 15.66% | 21.75%-6.1pp | 1494.38%-1478.7pp | 318.61%-302.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,299 | $3,168+35.7% | $4,276+0.5% | $3,952+8.8% |
| Admin fee / account holder | $2,205 | $4,595-52.0% | $5,953-63.0% | $6,261-64.8% |