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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 | $108,942+91.1% | $100,415+107.3% | $145,897+42.7% |
| Participation rate | 58.3% | 83.0%-24.6pp | 81.5%-23.2pp | 80.3%-22.0pp |
| Annual return | 24.41% | 58.27%-33.9pp | 49.47%-25.1pp | 552.29%-527.9pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,401 | $8,461+11.1% | $8,091+16.2% | $6,689+40.5% |
| Admin fee / account holder | $81,949 | $9,702+744.7% | $7,906+936.5% | $13,390+512.0% |