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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 | $215,433 | $111,814+92.7% | $103,374+108.4% | $145,959+47.6% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 22.78% | 24.77%-2.0pp | 24.89%-2.1pp | 561.95%-539.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,975 | $5,618-11.4% | $5,058-1.6% | $6,689-25.6% |
| Admin fee / account holder | $101,242 | $9,754+937.9% | $8,394+1106.1% | $13,398+655.7% |