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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 | $206,427 | $52,279+294.9% | $89,400+130.9% | $79,858+158.5% |
| Participation rate | 63.0% | 57.5%+5.4pp | 68.0%-5.0pp | 69.6%-6.7pp |
| Annual return | 16.13% | 22.16%-6.0pp | 245.64%-229.5pp | 31.72%-15.6pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,851 | $2,740+40.5% | $3,890-1.0% | $3,740+3.0% |
| Admin fee / account holder | $19,314 | $3,356+475.4% | $4,882+295.6% | $5,306+264.0% |