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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 | $97,078+119.8% | $103,065+107.0% | $145,897+46.2% |
| Participation rate | 33.3% | 81.1%-47.8pp | 80.6%-47.2pp | 80.3%-47.0pp |
| Annual return | 10.94% | 25.49%-14.5pp | 23.95%-13.0pp | 552.29%-541.3pp |
| Employer contribution / active EE | $0 | $4,680-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,626 | $6,601-45.1% | $6,625-45.3% | $6,689-45.8% |
| Admin fee / account holder | $26,320 | $12,505+110.5% | $9,349+181.5% | $13,390+96.6% |