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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 | $206,110 | $127,779+61.3% | $106,551+93.4% | $167,518+23.0% |
| Participation rate | 50.0% | 78.3%-28.3pp | 76.1%-26.1pp | 82.1%-32.1pp |
| Annual return | 12.35% | 33.87%-21.5pp | 26.80%-14.5pp | 478.71%-466.4pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,522 | $5,088-30.8% | $4,398-19.9% | $6,342-44.5% |
| Admin fee / account holder | $20,036 | $11,228+78.4% | $7,408+170.5% | $12,312+62.7% |