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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 | $55,446+105.9% | $155,574-26.6% | $74,429+53.4% |
| Participation rate | 45.5% | 61.9%-16.5pp | 78.2%-32.8pp | 67.2%-21.8pp |
| Annual return | 19.41% | 269.20%-249.8pp | 64.87%-45.5pp | 1368.38%-1349.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $8,895 | $2,836+213.6% | $5,629+58.0% | $4,348+104.6% |
| Admin fee / account holder | $9,988 | $1,743+473.0% | $15,914-37.2% | $1,944+413.7% |