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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 | $151,109 | $78,636+92.2% | $105,607+43.1% | $74,459+102.9% |
| Participation rate | 53.0% | 72.8%-19.8pp | 75.3%-22.3pp | 67.2%-14.2pp |
| Annual return | 15.55% | 15.96%-0.4pp | 116.11%-100.6pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,167-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,632 | $4,322-15.9% | $5,011-27.5% | $4,350-16.5% |
| Admin fee / account holder | $2,700 | $2,220+21.6% | $10,958-75.4% | $1,945+38.8% |