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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 | $181,881 | $112,112+62.2% | $95,956+89.5% | $158,950+14.4% |
| Participation rate | 44.4% | 79.0%-34.5pp | 77.1%-32.6pp | 82.0%-37.5pp |
| Annual return | 14.48% | 171.15%-156.7pp | 91.63%-77.1pp | 302.91%-288.4pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,431 | $4,784+34.4% | $4,167+54.4% | $5,983+7.5% |
| Admin fee / account holder | $6,622 | $10,134-34.7% | $6,797-2.6% | $11,248-41.1% |