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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 | $178,297 | $103,038+73.0% | $90,324+97.4% | $152,909+16.6% |
| Participation rate | 38.5% | 75.9%-37.4pp | 73.3%-34.8pp | 82.5%-44.0pp |
| Annual return | 27.25% | 95.25%-68.0pp | 78.15%-50.9pp | 345.46%-318.2pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,933 | $4,282-8.1% | $3,885+1.2% | $5,851-32.8% |
| Admin fee / account holder | $1,181 | $6,177-80.9% | $5,356-78.0% | $11,601-89.8% |