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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 | $217,422 | $118,488+83.5% | $98,462+120.8% | $139,487+55.9% |
| Participation rate | 63.6% | 77.5%-13.8pp | 75.2%-11.5pp | 80.3%-16.7pp |
| Annual return | 11.47% | 18.96%-7.5pp | 21.17%-9.7pp | 373.84%-362.4pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,468 | $5,393-17.1% | $4,738-5.7% | $6,713-33.4% |
| Admin fee / account holder | $54,358 | $13,868+292.0% | $8,875+512.5% | $11,407+376.5% |