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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 | $176,423 | $117,846+49.7% | $102,434+72.2% | $145,884+20.9% |
| Participation rate | 53.8% | 78.6%-24.8pp | 76.5%-22.7pp | 80.3%-26.5pp |
| Annual return | 25.05% | 31.90%-6.8pp | 29.46%-4.4pp | 551.85%-526.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,523 | $5,733-56.0% | $5,055-50.1% | $6,690-62.3% |
| Admin fee / account holder | $115,875 | $13,356+767.6% | $9,462+1124.6% | $13,392+765.3% |