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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 | $215,511 | $109,359+97.1% | $162,177+32.9% | $72,975+195.3% |
| Participation rate | 69.4% | 84.3%-14.9pp | 87.6%-18.2pp | 69.5%-0.1pp |
| Annual return | 18.39% | 25.46%-7.1pp | 115.60%-97.2pp | 81.01%-62.6pp |
| Employer contribution / active EE | $1 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,675 | $5,481+113.0% | $7,297+60.0% | $3,608+223.6% |
| Admin fee / account holder | $72,900 | $7,972+814.5% | $10,843+572.3% | $5,124+1322.7% |