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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 | $232,180 | $157,829+47.1% | $136,867+69.6% | $198,609+16.9% |
| Participation rate | 33.3% | 77.2%-43.8pp | 74.5%-41.2pp | 82.4%-49.0pp |
| Annual return | 19.71% | 51.25%-31.5pp | 42.97%-23.3pp | 202.70%-183.0pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $20,067 | $5,463+267.3% | $4,924+307.6% | $6,977+187.6% |
| Admin fee / account holder | $3,056 | $11,107-72.5% | $10,340-70.4% | $19,030-83.9% |