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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 | $55,470+105.8% | $155,556-26.6% | $74,478+53.3% |
| Participation rate | 45.5% | 61.9%-16.4pp | 78.2%-32.8pp | 67.2%-21.8pp |
| Annual return | 19.41% | 269.80%-250.4pp | 64.84%-45.4pp | 1370.56%-1351.2pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,895 | $2,838+213.4% | $5,631+58.0% | $4,350+104.5% |
| Admin fee / account holder | $9,988 | $1,744+472.6% | $15,885-37.1% | $1,946+413.3% |