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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 | $188,406 | $98,766+90.8% | $149,730+25.8% | $79,852+135.9% |
| Participation rate | 60.9% | 75.8%-14.9pp | 82.5%-21.6pp | 69.6%-8.8pp |
| Annual return | 15.17% | 27.43%-12.3pp | 276.70%-261.5pp | 31.72%-16.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,333 | $5,681+64.3% | $6,843+36.4% | $3,740+149.5% |
| Admin fee / account holder | $2,974 | $6,052-50.9% | $9,310-68.1% | $5,306-43.9% |