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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 | $59,402+135.0% | $93,654+49.1% | $74,546+87.3% |
| Participation rate | 24.9% | 59.7%-34.8pp | 68.7%-43.9pp | 67.2%-42.4pp |
| Annual return | 16.49% | 81.86%-65.4pp | 133.34%-116.8pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,968 | $3,049-35.4% | $4,413-55.4% | $4,347-54.7% |
| Admin fee / account holder | $4,163 | $3,023+37.7% | $8,282-49.7% | $1,944+114.2% |