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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 | $197,760 | $162,812+21.5% | $133,971+47.6% | $158,966+24.4% |
| Participation rate | 25.0% | 83.2%-58.2pp | 79.8%-54.8pp | 82.0%-57.0pp |
| Annual return | 10.29% | 41.94%-31.7pp | 45.09%-34.8pp | 302.95%-292.7pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,741 | $5,910-36.7% | $5,047-25.9% | $5,983-37.5% |
| Admin fee / account holder | $62,651 | $11,741+433.6% | $8,929+601.6% | $11,250+456.9% |