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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 | $164,681 | $91,536+79.9% | $130,062+26.6% | $75,177+119.1% |
| Participation rate | 58.3% | 71.5%-13.1pp | 78.5%-20.2pp | 67.2%-8.9pp |
| Annual return | 18.42% | -631.62%+650.0pp | -137.37%+155.8pp | 160.75%-142.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,289 | $4,343+44.8% | $5,821+8.0% | $4,126+52.4% |
| Admin fee / account holder | $40,211 | $6,780+493.1% | $10,601+279.3% | $5,651+611.5% |