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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 | $229,553 | $157,304+45.9% | $141,197+62.6% | $152,909+50.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 20.30% | 64.34%-44.0pp | 71.41%-51.1pp | 345.46%-325.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,722 | $7,111-47.7% | $6,710-44.5% | $5,851-36.4% |
| Admin fee / account holder | $4,076 | $12,126-66.4% | $10,265-60.3% | $11,601-64.9% |