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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 | $114,167 | $55,472+105.8% | $155,567-26.6% | $74,546+53.1% |
| Participation rate | 45.5% | 61.9%-16.5pp | 78.2%-32.7pp | 67.2%-21.8pp |
| Annual return | 19.41% | 268.72%-249.3pp | 64.74%-45.3pp | 1366.03%-1346.6pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $8,895 | $2,838+213.4% | $5,628+58.1% | $4,347+104.6% |
| Admin fee / account holder | $9,988 | $1,743+473.1% | $15,916-37.3% | $1,944+413.9% |