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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 | $167,390 | $117,829+42.1% | $102,423+63.4% | $145,877+14.7% |
| Participation rate | 12.5% | 78.6%-66.1pp | 76.5%-64.0pp | 80.3%-67.8pp |
| Annual return | 10.47% | 31.83%-21.4pp | 29.42%-19.0pp | 551.28%-540.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,875 | $5,732-49.8% | $5,054-43.1% | $6,691-57.0% |
| Admin fee / account holder | $870 | $13,335-93.5% | $9,455-90.8% | $13,402-93.5% |