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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 | $157,593 | $70,121+124.7% | $63,803+147.0% | $138,895+13.5% |
| Participation rate | 16.7% | 77.2%-60.5pp | 72.7%-56.0pp | 79.9%-63.3pp |
| Annual return | 12.79% | 946.48%-933.7pp | 543.72%-530.9pp | 145.39%-132.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,492 | $4,535-67.1% | $3,843-61.2% | $6,396-76.7% |
| Admin fee / account holder | $1,347 | $6,738-80.0% | $5,196-74.1% | $12,562-89.3% |