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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 | $233,512 | $107,666+116.9% | $102,184+128.5% | $154,746+50.9% |
| Participation rate | 60.0% | 83.7%-23.7pp | 82.6%-22.6pp | 80.7%-20.7pp |
| Annual return | 12.69% | 29.33%-16.6pp | 31.58%-18.9pp | 172.34%-159.6pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,749 | $8,719-22.6% | $8,309-18.8% | $6,730+0.3% |
| Admin fee / account holder | $56,463 | $12,943+336.2% | $11,609+386.4% | $14,365+293.1% |