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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 | $209,780 | $75,183+179.0% | $123,894+69.3% | $55,167+280.3% |
| Participation rate | 65.3% | 72.8%-7.5pp | 81.4%-16.1pp | 69.0%-3.6pp |
| Annual return | 6.88% | 19.01%-12.1pp | 47.52%-40.6pp | 169.23%-162.4pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $8,751 | $5,084+72.1% | $5,984+46.2% | $3,054+186.5% |
| Admin fee / account holder | $14,189 | $663+2041.6% | $8,357+69.8% | $504+2715.8% |