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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 | $240,076 | $157,276+52.6% | $141,177+70.1% | $152,885+57.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 16.41% | 64.33%-47.9pp | 71.40%-55.0pp | 345.39%-329.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,623 | $7,110+35.3% | $6,710+43.4% | $5,851+64.5% |
| Admin fee / account holder | $111,833 | $12,123+822.5% | $10,263+989.7% | $11,598+864.2% |