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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 | $58,275+313.1% | $81,844+194.2% | $80,935+197.5% |
| Participation rate | 42.9% | 63.5%-20.6pp | 72.4%-29.5pp | 67.7%-24.8pp |
| Annual return | 19.39% | 41.82%-22.4pp | 778.87%-759.5pp | 35.66%-16.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,283 | $3,285+213.0% | $4,323+137.9% | $4,299+139.2% |
| Admin fee / account holder | $13,364 | $4,749+181.4% | $7,355+81.7% | $6,924+93.0% |