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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 | $203,862 | $127,790+59.5% | $106,555+91.3% | $167,536+21.7% |
| Participation rate | 60.0% | 78.3%-18.3pp | 76.1%-16.1pp | 82.1%-22.1pp |
| Annual return | 8.99% | 33.88%-24.9pp | 26.80%-17.8pp | 478.82%-469.8pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,663 | $5,088-28.0% | $4,399-16.7% | $6,342-42.2% |
| Admin fee / account holder | $372 | $11,229-96.7% | $7,408-95.0% | $12,315-97.0% |