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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 | $196,133 | $99,875+96.4% | $146,866+33.5% | $86,983+125.5% |
| Participation rate | 31.6% | 75.8%-44.2pp | 82.5%-50.9pp | 69.5%-38.0pp |
| Annual return | 17.34% | 28.10%-10.8pp | 102.85%-85.5pp | 25.83%-8.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,503 | $6,322-60.4% | $7,759-67.7% | $4,194-40.3% |
| Admin fee / account holder | $57,171 | $7,838+629.4% | $13,620+319.8% | $7,856+627.7% |