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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 | $204,037 | $100,147+103.7% | $81,286+151.0% | $145,877+39.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 12.26% | 34.44%-22.2pp | 24.80%-12.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $16,029 | $4,607+247.9% | $3,883+312.8% | $6,691+139.6% |
| Admin fee / account holder | $13,529 | $8,201+65.0% | $5,764+134.7% | $13,402+0.9% |