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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 | $215,492 | $115,780+86.1% | $101,255+112.8% | $158,931+35.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 14.21% | 56.14%-41.9pp | 46.48%-32.3pp | 302.86%-288.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,686 | $4,958-45.8% | $4,370-38.5% | $5,982-55.1% |
| Admin fee / account holder | $18,561 | $7,246+156.2% | $5,946+212.2% | $11,247+65.0% |