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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 | $193,040 | $102,385+88.5% | $147,080+31.2% | $80,935+138.5% |
| Participation rate | 69.0% | 75.9%-6.9pp | 82.2%-13.2pp | 67.7%+1.3pp |
| Annual return | 18.37% | 135.09%-116.7pp | 420.17%-401.8pp | 35.66%-17.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,738 | $6,651+76.5% | $8,066+45.5% | $4,299+173.0% |
| Admin fee / account holder | $6,270 | $7,951-21.1% | $12,989-51.7% | $6,924-9.4% |