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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 | $168,682 | $107,363+57.1% | $92,909+81.6% | $152,897+10.3% |
| Participation rate | 61.5% | 79.8%-18.2pp | 76.0%-14.5pp | 82.5%-20.9pp |
| Annual return | 15.22% | 145.63%-130.4pp | 109.44%-94.2pp | 345.43%-330.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,091 | $4,848-36.2% | $4,238-27.1% | $5,851-47.2% |
| Admin fee / account holder | $2,957 | $7,082-58.2% | $5,795-49.0% | $11,599-74.5% |