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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 | $149,453 | $88,702+68.5% | $81,780+82.7% | $145,978+2.4% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 14.83% | 1029.12%-1014.3pp | 776.27%-761.4pp | 550.52%-535.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,600 | $4,645-44.0% | $4,321-39.8% | $6,690-61.1% |
| Admin fee / account holder | $821 | $8,414-90.2% | $7,384-88.9% | $13,400-93.9% |