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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 | $192,822 | $117,829+63.6% | $102,423+88.3% | $145,877+32.2% |
| Participation rate | 16.7% | 78.6%-61.9pp | 76.5%-59.8pp | 80.3%-63.6pp |
| Annual return | 15.75% | 31.83%-16.1pp | 29.42%-13.7pp | 551.28%-535.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,000 | $5,732-65.1% | $5,054-60.4% | $6,691-70.1% |
| Admin fee / account holder | $6,120 | $13,335-54.1% | $9,455-35.3% | $13,402-54.3% |