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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 | $210,895 | $65,034+224.3% | $90,970+131.8% | $79,856+164.1% |
| Participation rate | 11.8% | 61.6%-49.9pp | 69.0%-57.3pp | 69.6%-57.9pp |
| Annual return | 14.33% | 30.45%-16.1pp | 134.60%-120.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,350 | $2,512-46.2% | $3,373-60.0% | $3,741-63.9% |
| Admin fee / account holder | $461 | $4,536-89.8% | $5,961-92.3% | $5,306-91.3% |