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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 | $229,263 | $165,381+38.6% | $149,730+53.1% | $158,966+44.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 29.85% | 348.29%-318.4pp | 276.70%-246.9pp | 302.95%-273.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,487 | $7,182-65.4% | $6,843-63.7% | $5,983-58.4% |
| Admin fee / account holder | $121,582 | $10,809+1024.8% | $9,310+1205.9% | $11,250+980.7% |