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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 | $211,436 | $115,814+82.6% | $101,275+108.8% | $158,982+33.0% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 10.39% | 56.16%-45.8pp | 46.48%-36.1pp | 302.99%-292.6pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,103 | $4,958+23.1% | $4,371+39.6% | $5,983+2.0% |
| Admin fee / account holder | $148,137 | $7,249+1943.6% | $5,948+2390.5% | $11,252+1216.6% |