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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 | $204,767 | $65,027+214.9% | $90,970+125.1% | $79,852+156.4% |
| Participation rate | 47.6% | 61.6%-14.0pp | 69.0%-21.4pp | 69.6%-22.0pp |
| Annual return | 12.51% | 30.45%-17.9pp | 134.58%-122.1pp | 31.72%-19.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,401 | $2,512+75.2% | $3,373+30.5% | $3,740+17.7% |
| Admin fee / account holder | $16,061 | $4,535+254.1% | $5,960+169.5% | $5,306+202.7% |