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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 | $144,225 | $57,330+151.6% | $86,656+66.4% | $75,177+91.8% |
| Participation rate | 53.1% | 63.2%-10.1pp | 71.7%-18.6pp | 67.2%-14.1pp |
| Annual return | 20.11% | 2675.40%-2655.3pp | 593.09%-573.0pp | 160.75%-140.6pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,498 | $3,320+65.6% | $4,439+23.8% | $4,126+33.2% |
| Admin fee / account holder | $8,825 | $4,115+114.5% | $5,619+57.1% | $5,651+56.2% |