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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 | $193,040 | $102,382+88.5% | $147,005+31.3% | $80,874+138.7% |
| Participation rate | 69.0% | 75.8%-6.9pp | 82.2%-13.2pp | 67.6%+1.3pp |
| Annual return | 18.37% | 134.89%-116.5pp | 418.76%-400.4pp | 35.62%-17.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,738 | $6,646+76.6% | $8,070+45.5% | $4,297+173.2% |
| Admin fee / account holder | $6,270 | $7,942-21.1% | $13,006-51.8% | $6,935-9.6% |