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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 | $198,717 | $100,041+98.6% | $149,718+32.7% | $70,131+183.3% |
| Participation rate | 64.6% | 83.6%-19.0pp | 87.1%-22.5pp | 69.5%-5.0pp |
| Annual return | 18.81% | 27.43%-8.6pp | 1501.70%-1482.9pp | 73.14%-54.3pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,214 | $4,983+64.8% | $6,568+25.0% | $3,332+146.5% |
| Admin fee / account holder | $41,746 | $8,286+403.8% | $11,283+270.0% | $4,645+798.6% |