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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 | $247,754 | $162,785+52.2% | $133,959+84.9% | $158,950+55.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 8.93% | 41.94%-33.0pp | 45.09%-36.2pp | 302.91%-294.0pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,417 | $5,910-25.3% | $5,047-12.5% | $5,983-26.2% |
| Admin fee / account holder | $55,339 | $11,738+371.4% | $8,928+519.8% | $11,248+392.0% |