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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 | $218,742 | $105,195+107.9% | $159,450+37.2% | $85,854+154.8% |
| Participation rate | 52.4% | 75.8%-23.4pp | 82.8%-30.4pp | 69.3%-16.9pp |
| Annual return | 17.23% | 45.08%-27.8pp | 263.60%-246.4pp | 318.56%-301.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,827 | $5,946+31.6% | $7,352+6.5% | $3,952+98.1% |
| Admin fee / account holder | $9,676 | $6,934+39.5% | $10,800-10.4% | $6,260+54.6% |