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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 | $201,266 | $101,063+99.1% | $81,473+147.0% | $147,586+36.4% |
| Participation rate | 57.1% | 74.5%-17.3pp | 68.0%-10.8pp | 82.8%-25.7pp |
| Annual return | 16.29% | 32.41%-16.1pp | 38.78%-22.5pp | 578.59%-562.3pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $970 | $4,242-77.1% | $3,537-72.6% | $5,439-82.2% |
| Admin fee / account holder | $63,862 | $5,812+998.7% | $4,561+1300.1% | $10,886+486.7% |