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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 | $206,551 | $101,672+103.2% | $147,117+40.4% | $74,478+177.3% |
| Participation rate | 45.1% | 75.5%-30.5pp | 82.2%-37.1pp | 67.2%-22.1pp |
| Annual return | 17.19% | 8757.83%-8740.6pp | 420.54%-403.3pp | 1370.56%-1353.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,957 | $7,305-32.1% | $8,065-38.5% | $4,350+14.0% |
| Admin fee / account holder | $6,640 | $1,753+278.7% | $12,993-48.9% | $1,946+241.2% |