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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 | $208,150 | $108,897+91.1% | $100,378+107.4% | $145,877+42.7% |
| Participation rate | 58.3% | 83.0%-24.6pp | 81.5%-23.2pp | 80.3%-22.0pp |
| Annual return | 24.41% | 58.17%-33.8pp | 49.41%-25.0pp | 551.28%-526.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,401 | $8,455+11.2% | $8,087+16.2% | $6,691+40.5% |
| Admin fee / account holder | $81,949 | $9,690+745.7% | $7,899+937.5% | $13,402+511.5% |