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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 | $213,077 | $100,938+111.1% | $90,461+135.5% | $158,982+34.0% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 21.90% | 1727.20%-1705.3pp | 1294.76%-1272.9pp | 302.99%-281.1pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,258 | $4,350-71.1% | $3,964-68.3% | $5,983-79.0% |
| Admin fee / account holder | $1,914 | $6,510-70.6% | $5,617-65.9% | $11,252-83.0% |