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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 | $235,497 | $110,337+113.4% | $102,383+130.0% | $145,877+61.4% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 14.49% | 24.83%-10.3pp | 24.94%-10.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,714 | $5,621+37.2% | $5,060+52.5% | $6,691+15.3% |
| Admin fee / account holder | $2,126 | $9,750-78.2% | $8,391-74.7% | $13,402-84.1% |