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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 | $232,561 | $118,496+96.3% | $98,461+136.2% | $139,466+66.8% |
| Participation rate | 28.6% | 77.5%-48.9pp | 75.2%-46.6pp | 80.3%-51.8pp |
| Annual return | 13.50% | 18.96%-5.5pp | 21.17%-7.7pp | 373.66%-360.2pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,629 | $5,393-69.8% | $4,738-65.6% | $6,712-75.7% |
| Admin fee / account holder | $14,951 | $14,056+6.4% | $8,961+66.8% | $11,409+31.0% |