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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 | $192,338 | $100,262+91.8% | $81,370+136.4% | $145,897+31.8% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 23.18% | 34.52%-11.3pp | 24.85%-1.7pp | 552.29%-529.1pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,632 | $4,612+0.4% | $3,885+19.2% | $6,689-30.8% |
| Admin fee / account holder | $3,184 | $8,163-61.0% | $5,749-44.6% | $13,390-76.2% |