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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 | $210,247 | $127,790+64.5% | $106,555+97.3% | $167,536+25.5% |
| Participation rate | 61.9% | 78.3%-16.4pp | 76.1%-14.2pp | 82.1%-20.2pp |
| Annual return | 8.67% | 33.88%-25.2pp | 26.80%-18.1pp | 478.82%-470.1pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,466 | $5,088-71.2% | $4,399-66.7% | $6,342-76.9% |
| Admin fee / account holder | $1,399 | $11,229-87.5% | $7,408-81.1% | $12,315-88.6% |