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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 | $226,529 | $185,883+21.9% | $170,043+33.2% | $139,466+62.4% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 17.90% | 60.54%-42.6pp | 53.40%-35.5pp | 373.66%-355.8pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $28,625 | $11,626+146.2% | $10,410+175.0% | $6,712+326.5% |
| Admin fee / account holder | $1,665 | $15,393-89.2% | $12,824-87.0% | $11,409-85.4% |