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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 | $175,787 | $105,198+67.1% | $159,455+10.2% | $85,856+104.7% |
| Participation rate | 67.2% | 75.8%-8.6pp | 82.8%-15.6pp | 69.3%-2.1pp |
| Annual return | 14.52% | 45.08%-30.6pp | 263.63%-249.1pp | 318.58%-304.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,396 | $5,946+58.0% | $7,353+27.8% | $3,952+137.8% |
| Admin fee / account holder | $38,741 | $6,934+458.7% | $10,800+258.7% | $6,261+518.8% |