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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 | $201,410 | $102,595+96.3% | $94,057+114.1% | $154,746+30.2% |
| Participation rate | 12.5% | 76.0%-63.5pp | 73.3%-60.8pp | 80.7%-68.2pp |
| Annual return | 20.85% | 583.42%-562.6pp | 480.62%-459.8pp | 172.34%-151.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,600 | $5,118-49.2% | $4,709-44.8% | $6,730-61.4% |
| Admin fee / account holder | $1,020 | $7,736-86.8% | $7,244-85.9% | $14,365-92.9% |