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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 | $122,226 | $43,730+179.5% | $66,674+83.3% | $64,097+90.7% |
| Participation rate | 45.2% | 50.7%-5.6pp | 73.7%-28.5pp | 55.2%-10.0pp |
| Annual return | 15.65% | 53.62%-38.0pp | 321.24%-305.6pp | 34.64%-19.0pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $4,546 | $2,122+114.2% | $4,084+11.3% | $3,080+47.6% |
| Admin fee / account holder | $7,927 | $2,708+192.8% | $5,098+55.5% | $3,454+129.5% |