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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 | $171,483 | $102,663+67.0% | $86,216+98.9% | $139,466+23.0% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 13.81% | 1924.52%-1910.7pp | 1169.42%-1155.6pp | 373.66%-359.9pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,344 | $4,677+14.2% | $3,986+34.1% | $6,712-20.4% |
| Admin fee / account holder | $523 | $8,663-94.0% | $6,853-92.4% | $11,409-95.4% |