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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 | $166,346 | $107,941+54.1% | $91,994+80.8% | $152,909+8.8% |
| Participation rate | 47.1% | 81.2%-34.1pp | 78.6%-31.6pp | 82.5%-35.4pp |
| Annual return | 22.70% | 89.28%-66.6pp | 69.04%-46.3pp | 345.46%-322.8pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,020 | $6,366-68.3% | $5,924-65.9% | $5,851-65.5% |
| Admin fee / account holder | $56,008 | $10,521+432.3% | $7,744+623.3% | $11,601+382.8% |