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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 | $149,870 | $102,422+46.3% | $147,117+1.9% | $80,959+85.1% |
| Participation rate | 46.8% | 75.9%-29.1pp | 82.2%-35.4pp | 67.7%-20.9pp |
| Annual return | 20.50% | 135.16%-114.7pp | 420.54%-400.0pp | 35.67%-15.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,612 | $6,652-30.7% | $8,065-42.8% | $4,300+7.2% |
| Admin fee / account holder | $20,132 | $7,953+153.1% | $12,993+54.9% | $6,925+190.7% |