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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 | $225,211 | $89,370+152.0% | $141,197+59.5% | $72,976+208.6% |
| Participation rate | 63.7% | 75.1%-11.4pp | 82.5%-18.7pp | 69.5%-5.8pp |
| Annual return | 22.10% | 111.88%-89.8pp | 71.41%-49.3pp | 81.02%-58.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,774 | $5,419+43.5% | $6,710+15.9% | $3,608+115.5% |
| Admin fee / account holder | $30,850 | $5,957+417.9% | $10,265+200.5% | $5,124+502.1% |