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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 | $241,127 | $103,000+134.1% | $90,300+167.0% | $152,885+57.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 13.90% | 95.19%-81.3pp | 78.11%-64.2pp | 345.39%-331.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,471 | $4,281+51.2% | $3,884+66.6% | $5,851+10.6% |
| Admin fee / account holder | $2,146 | $6,173-65.2% | $5,353-59.9% | $11,598-81.5% |