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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 | $211,593 | $104,694+102.1% | $85,709+146.9% | $167,536+26.3% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.9%-9.9pp | 82.1%-22.1pp |
| Annual return | 9.53% | 21.45%-11.9pp | 21.49%-12.0pp | 478.82%-469.3pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,170 | $4,826+69.3% | $3,924+108.2% | $6,342+28.8% |
| Admin fee / account holder | $51,292 | $10,035+411.1% | $6,876+646.0% | $12,315+316.5% |