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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 | $168,879 | $65,555+157.6% | $86,216+95.9% | $75,173+124.7% |
| Participation rate | 31.3% | 60.5%-29.2pp | 69.0%-37.7pp | 67.2%-36.0pp |
| Annual return | 16.23% | 46.07%-29.8pp | 1169.42%-1153.2pp | 160.72%-144.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,796 | $3,023-40.6% | $3,986-54.9% | $4,126-56.5% |
| Admin fee / account holder | $1,483 | $5,469-72.9% | $6,853-78.4% | $5,651-73.8% |