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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 | $172,296 | $115,810+48.8% | $101,271+70.1% | $158,966+8.4% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.8%-55.8pp | 82.0%-62.0pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $576 | $4,175-86.2% | $3,660-84.3% | $4,762-87.9% |
| Participant deferral / active EE | $1,432 | $4,958-71.1% | $4,371-67.2% | $5,983-76.1% |
| Admin fee / account holder | $1,257 | $7,248-82.7% | $5,948-78.9% | $11,250-88.8% |