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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 | $181,307 | $105,284+72.2% | $150,734+20.3% | $94,015+92.8% |
| Participation rate | 59.3% | 71.7%-12.5pp | 78.4%-19.2pp | 70.8%-11.6pp |
| Annual return | 16.38% | 15.67%+0.7pp | 600.81%-584.4pp | 17.84%-1.5pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $12,086 | $4,274+182.8% | $5,610+115.4% | $4,249+184.4% |
| Admin fee / account holder | $83,199 | $9,839+745.6% | $14,905+458.2% | $8,951+829.5% |