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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 | $144,995 | $60,128+141.1% | $90,440+60.3% | $79,852+81.6% |
| Participation rate | 44.4% | 65.0%-20.5pp | 72.7%-28.2pp | 69.6%-25.2pp |
| Annual return | 18.22% | 71.95%-53.7pp | 1294.38%-1276.2pp | 31.72%-13.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,441 | $2,939-50.9% | $3,964-63.6% | $3,740-61.5% |
| Admin fee / account holder | $855 | $3,977-78.5% | $5,615-84.8% | $5,306-83.9% |