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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 | $195,177 | $105,856+84.4% | $90,161+116.5% | $147,586+32.2% |
| Participation rate | 38.9% | 79.7%-40.8pp | 76.9%-38.0pp | 82.8%-43.9pp |
| Annual return | 19.67% | 37.63%-18.0pp | 34.89%-15.2pp | 578.59%-558.9pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,411 | $5,733-40.5% | $5,287-35.5% | $5,439-37.3% |
| Admin fee / account holder | $1,000 | $8,046-87.6% | $5,943-83.2% | $10,886-90.8% |