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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 | $223,131 | $102,429+117.8% | $147,096+51.7% | $80,925+175.7% |
| Participation rate | 65.7% | 75.9%-10.1pp | 82.2%-16.5pp | 67.7%-1.9pp |
| Annual return | 17.94% | 135.02%-117.1pp | 419.75%-401.8pp | 35.65%-17.7pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,679 | $6,649+15.5% | $8,071-4.9% | $4,299+78.6% |
| Admin fee / account holder | $5,578 | $7,957-29.9% | $13,005-57.1% | $6,940-19.6% |