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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 | $93,617+125.7% | $135,982+55.4% | $75,177+181.1% |
| Participation rate | 51.1% | 75.2%-24.1pp | 81.9%-30.9pp | 67.2%-16.1pp |
| Annual return | 21.01% | 30.89%-9.9pp | 68.32%-47.3pp | 160.75%-139.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,155 | $6,406+11.7% | $7,760-7.8% | $4,126+73.4% |
| Admin fee / account holder | $30,653 | $6,980+339.2% | $10,767+184.7% | $5,651+442.4% |