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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 | $226,787 | $148,558+52.7% | $135,925+66.8% | $139,427+62.7% |
| Participation rate | 12.5% | 83.9%-71.4pp | 81.9%-69.4pp | 80.3%-67.8pp |
| Annual return | 14.75% | 79.22%-64.5pp | 68.25%-53.5pp | 373.27%-358.5pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $3,679 | $8,101-54.6% | $7,759-52.6% | $6,711-45.2% |
| Admin fee / account holder | $32,951 | $12,401+165.7% | $10,764+206.1% | $11,404+188.9% |