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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 | $146,572 | $111,878+31.0% | $93,727+56.4% | $145,897+0.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 26.35% | 204.28%-177.9pp | 133.83%-107.5pp | 552.29%-525.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,000 | $4,920+204.9% | $4,417+239.6% | $6,689+124.2% |
| Admin fee / account holder | $4,543 | $10,256-55.7% | $8,292-45.2% | $13,390-66.1% |