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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 | $203,102 | $85,060+138.8% | $70,548+187.9% | $139,456+45.6% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 10.97% | 30.38%-19.4pp | 32.78%-21.8pp | 373.45%-362.5pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,318 | $5,890-77.6% | $4,567-71.1% | $6,711-80.4% |
| Admin fee / account holder | $11,591 | $8,925+29.9% | $6,424+80.4% | $11,407+1.6% |