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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 | $170,529 | $100,203+70.2% | $85,240+100.1% | $145,897+16.9% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 21.33% | 84.28%-63.0pp | 66.75%-45.4pp | 552.29%-531.0pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,500 | $5,299+117.0% | $4,527+154.0% | $6,689+71.9% |
| Admin fee / account holder | $1,221 | $7,265-83.2% | $6,165-80.2% | $13,390-90.9% |