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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 | $220,493 | $58,311+278.1% | $81,882+169.3% | $80,959+172.4% |
| Participation rate | 41.3% | 63.5%-22.2pp | 72.4%-31.1pp | 67.7%-26.4pp |
| Annual return | 15.24% | 41.85%-26.6pp | 779.47%-764.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,680 | $3,287-18.5% | $4,323-38.0% | $4,300-37.7% |
| Admin fee / account holder | $14,065 | $4,752+196.0% | $7,360+91.1% | $6,925+103.1% |