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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 | $110,410+95.1% | $102,437+110.3% | $145,897+47.7% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 22.78% | 24.85%-2.1pp | 24.95%-2.2pp | 552.29%-529.5pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,975 | $5,622-11.5% | $5,060-1.7% | $6,689-25.6% |
| Admin fee / account holder | $101,242 | $9,745+938.9% | $8,388+1107.0% | $13,390+656.1% |