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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 | $195,688 | $65,575+198.4% | $86,209+127.0% | $75,181+160.3% |
| Participation rate | 38.7% | 60.5%-21.8pp | 69.0%-30.3pp | 67.2%-28.5pp |
| Annual return | 15.20% | 46.07%-30.9pp | 1169.05%-1153.9pp | 160.69%-145.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,302 | $3,023+42.3% | $3,986+7.9% | $4,126+4.3% |
| Admin fee / account holder | $11,298 | $5,470+106.5% | $6,853+64.9% | $5,650+100.0% |