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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 | $184,986 | $201,372-8.1% | $184,260+0.4% | $145,884+26.8% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 11.30% | 29.04%-17.7pp | 28.84%-17.5pp | 551.85%-540.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,516 | $9,808-33.6% | $9,133-28.7% | $6,690-2.6% |
| Admin fee / account holder | $39,920 | $16,362+144.0% | $13,898+187.2% | $13,392+198.1% |