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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 | $236,611 | $105,210+124.9% | $159,487+48.4% | $85,851+175.6% |
| Participation rate | 52.6% | 75.8%-23.2pp | 82.8%-30.2pp | 69.3%-16.7pp |
| Annual return | 18.79% | 45.08%-26.3pp | 263.71%-244.9pp | 318.63%-299.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,707 | $5,946+12.8% | $7,354-8.8% | $3,952+69.7% |
| Admin fee / account holder | $15,958 | $6,934+130.1% | $10,804+47.7% | $6,261+154.9% |