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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 | $240,744 | $58,241+313.4% | $81,780+194.4% | $80,911+197.5% |
| Participation rate | 42.9% | 63.4%-20.6pp | 72.4%-29.5pp | 67.6%-24.8pp |
| Annual return | 19.39% | 41.73%-22.3pp | 776.27%-756.9pp | 35.63%-16.2pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,283 | $3,283+213.3% | $4,321+138.0% | $4,297+139.3% |
| Admin fee / account holder | $13,364 | $4,973+168.7% | $7,384+81.0% | $6,935+92.7% |