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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 | $148,629+52.6% | $135,982+66.8% | $139,487+62.6% |
| Participation rate | 12.5% | 83.9%-71.4pp | 81.9%-69.4pp | 80.3%-67.8pp |
| Annual return | 14.75% | 79.33%-64.6pp | 68.32%-53.6pp | 373.84%-359.1pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,679 | $8,102-54.6% | $7,760-52.6% | $6,713-45.2% |
| Admin fee / account holder | $32,951 | $12,406+165.6% | $10,767+206.0% | $11,407+188.9% |