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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 | $219,415 | $81,331+169.8% | $155,534+41.1% | $80,935+171.1% |
| Participation rate | 56.4% | 66.3%-9.8pp | 78.2%-21.8pp | 67.7%-11.3pp |
| Annual return | 12.10% | 33.37%-21.3pp | 64.92%-52.8pp | 35.66%-23.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,810 | $3,454+241.9% | $5,630+109.8% | $4,299+174.7% |
| Admin fee / account holder | $33,250 | $7,999+315.7% | $15,900+109.1% | $6,924+380.2% |