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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 | $201,082 | $68,394+194.0% | $94,672+112.4% | $75,177+167.5% |
| Participation rate | 45.7% | 76.1%-30.4pp | 80.8%-35.1pp | 67.2%-21.5pp |
| Annual return | 16.61% | 616.92%-600.3pp | 156.89%-140.3pp | 160.75%-144.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,918 | $6,536-55.4% | $7,417-60.7% | $4,126-29.3% |
| Admin fee / account holder | $26,749 | $5,326+402.2% | $7,222+270.4% | $5,651+373.3% |