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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 | $213,341 | $97,751+118.2% | $103,447+106.2% | $145,877+46.2% |
| Participation rate | 33.3% | 81.1%-47.8pp | 80.5%-47.2pp | 80.3%-47.0pp |
| Annual return | 10.94% | 25.43%-14.5pp | 23.92%-13.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $0 | $4,684-100.0% | $4,678-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,626 | $6,603-45.1% | $6,624-45.3% | $6,691-45.8% |
| Admin fee / account holder | $26,320 | $12,515+110.3% | $9,415+179.6% | $13,402+96.4% |