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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 | $139,615 | $59,448+134.9% | $93,696+49.0% | $74,459+87.5% |
| Participation rate | 24.9% | 59.6%-34.8pp | 68.7%-43.9pp | 67.2%-42.4pp |
| Annual return | 16.49% | 82.11%-65.6pp | 133.74%-117.2pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,968 | $3,052-35.5% | $4,417-55.4% | $4,350-54.8% |
| Admin fee / account holder | $4,163 | $3,027+37.5% | $8,287-49.8% | $1,945+114.1% |