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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 | $211,308 | $93,586+125.8% | $135,925+55.5% | $75,173+181.1% |
| Participation rate | 51.1% | 75.2%-24.1pp | 81.9%-30.8pp | 67.2%-16.1pp |
| Annual return | 21.01% | 30.90%-9.9pp | 68.25%-47.2pp | 160.65%-139.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,857-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,155 | $6,405+11.7% | $7,759-7.8% | $4,126+73.4% |
| Admin fee / account holder | $30,653 | $6,977+339.3% | $10,764+184.8% | $5,651+442.4% |