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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 | $227,521 | $78,690+189.1% | $161,489+40.9% | $87,485+160.1% |
| Participation rate | 61.3% | 67.5%-6.2pp | 78.7%-17.4pp | 68.9%-7.6pp |
| Annual return | 15.46% | 32.74%-17.3pp | 89.72%-74.3pp | 26.06%-10.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,941 | $3,311+109.7% | $5,630+23.3% | $4,274+62.4% |
| Admin fee / account holder | $25,821 | $6,724+284.0% | $16,006+61.3% | $7,775+232.1% |