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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 | $213,101 | $95,601+122.9% | $77,183+176.1% | $139,456+52.8% |
| Participation rate | 33.3% | 74.0%-40.6pp | 69.6%-36.2pp | 80.3%-47.0pp |
| Annual return | 16.37% | 54.96%-38.6pp | 37.89%-21.5pp | 373.45%-357.1pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,195 | $4,623+77.3% | $3,833+113.8% | $6,711+22.1% |
| Admin fee / account holder | $570 | $8,302-93.1% | $5,475-89.6% | $11,407-95.0% |