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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 | $190,644 | $110,307+72.8% | $96,576+97.4% | $139,456+36.7% |
| Participation rate | 54.5% | 78.1%-23.6pp | 76.0%-21.4pp | 80.3%-25.8pp |
| Annual return | 11.83% | 26.40%-14.6pp | 25.87%-14.0pp | 373.45%-361.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,760 | $5,547+3.8% | $4,851+18.7% | $6,711-14.2% |
| Admin fee / account holder | $81,356 | $11,597+601.5% | $8,253+885.8% | $11,407+613.2% |