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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 | $164,866 | $58,726+180.7% | $142,898+15.4% | $85,851+92.0% |
| Participation rate | 17.9% | 58.5%-40.5pp | 72.0%-54.0pp | 69.3%-51.4pp |
| Annual return | 13.56% | 27.73%-14.2pp | 5639.64%-5626.1pp | 318.63%-305.1pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,556 | $2,609-40.3% | $3,838-59.5% | $3,952-60.6% |
| Admin fee / account holder | $12,957 | $4,234+206.0% | $6,560+97.5% | $6,261+106.9% |