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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 | $230,501 | $140,578+64.0% | $100,671+129.0% | $125,393+83.8% |
| Participation rate | 20.0% | 80.4%-60.4pp | 70.7%-50.7pp | 83.2%-63.2pp |
| Annual return | 23.60% | 24.67%-1.1pp | 20.43%+3.2pp | 282.23%-258.6pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $832 | $3,981-79.1% | $3,144-73.5% | $5,351-84.5% |
| Admin fee / account holder | $80,927 | $6,716+1104.9% | $4,850+1568.7% | $9,541+748.2% |