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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 | $164,840 | $106,894+54.2% | $84,016+96.2% | $152,870+7.8% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.4%-42.4pp |
| Annual return | 15.78% | 104.99%-89.2pp | 71.31%-55.5pp | 345.34%-329.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,722 | $4,011+42.7% | $3,239+76.7% | $5,850-2.2% |
| Admin fee / account holder | $106,723 | $8,286+1188.0% | $6,101+1649.3% | $11,597+820.3% |