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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 | $158,521 | $108,685+45.9% | $74,719+112.2% | $152,885+3.7% |
| Participation rate | 18.8% | 65.3%-46.6pp | 54.5%-35.7pp | 82.5%-63.7pp |
| Annual return | 21.32% | 114.09%-92.8pp | 753.05%-731.7pp | 345.39%-324.1pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,676 | $2,712+146.2% | $1,963+240.0% | $5,851+14.1% |
| Admin fee / account holder | $13,714 | $4,905+179.6% | $3,334+311.3% | $11,598+18.2% |