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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 | $179,932 | $100,060+79.8% | $149,721+20.2% | $70,126+156.6% |
| Participation rate | 69.7% | 83.6%-13.9pp | 87.1%-17.4pp | 69.5%+0.2pp |
| Annual return | 21.07% | 27.46%-6.4pp | 1501.67%-1480.6pp | 73.15%-52.1pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $12,525 | $4,982+151.4% | $6,568+90.7% | $3,332+275.9% |
| Admin fee / account holder | $9,923 | $8,285+19.8% | $11,282-12.1% | $4,645+113.6% |