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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 | $210,682 | $110,410+90.8% | $102,437+105.7% | $145,897+44.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 27.96% | 24.85%+3.1pp | 24.95%+3.0pp | 552.29%-524.3pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,749 | $5,622-68.9% | $5,060-65.4% | $6,689-73.9% |
| Admin fee / account holder | $3,040 | $9,745-68.8% | $8,388-63.8% | $13,390-77.3% |