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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 | $193,442 | $100,262+92.9% | $81,370+137.7% | $145,897+32.6% |
| Participation rate | 44.4% | 74.3%-29.8pp | 69.5%-25.1pp | 80.3%-35.9pp |
| Annual return | 11.13% | 34.52%-23.4pp | 24.85%-13.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,374 | $4,612-48.5% | $3,885-38.9% | $6,689-64.5% |
| Admin fee / account holder | $869 | $8,163-89.4% | $5,749-84.9% | $13,390-93.5% |