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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 | $218,710 | $80,812+170.6% | $160,784+36.0% | $82,448+165.3% |
| Participation rate | 42.9% | 66.2%-23.4pp | 77.0%-34.1pp | 68.1%-25.2pp |
| Annual return | 17.05% | 100.59%-83.5pp | 1803.92%-1786.9pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,927 | $4,335+13.7% | $6,293-21.7% | $4,139+19.0% |
| Admin fee / account holder | $4,153 | $7,695-46.0% | $9,717-57.3% | $7,234-42.6% |