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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 | $158,163 | $100,060+58.1% | $149,721+5.6% | $70,126+125.5% |
| Participation rate | 64.5% | 83.6%-19.1pp | 87.1%-22.6pp | 69.5%-5.0pp |
| Annual return | 16.09% | 27.46%-11.4pp | 1501.67%-1485.6pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,317 | $4,982+6.7% | $6,568-19.0% | $3,332+59.6% |
| Admin fee / account holder | $8,183 | $8,285-1.2% | $11,282-27.5% | $4,645+76.1% |