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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 | $225,255 | $103,392+117.9% | $87,104+158.6% | $152,897+47.3% |
| Participation rate | 60.9% | 79.4%-18.5pp | 76.9%-16.0pp | 82.5%-21.6pp |
| Annual return | 21.91% | 28.10%-6.2pp | 28.19%-6.3pp | 345.43%-323.5pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,354 | $4,778+95.8% | $4,048+131.1% | $5,851+59.9% |
| Admin fee / account holder | $5,918 | $12,194-51.5% | $7,491-21.0% | $11,599-49.0% |