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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 | $208,993 | $85,169+145.4% | $172,755+21.0% | $72,983+186.4% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.6%-16.0pp | 69.5%-2.8pp |
| Annual return | 21.39% | 27.32%-5.9pp | 802.94%-781.5pp | 81.01%-59.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,742 | $3,260-46.6% | $5,198-66.5% | $3,608-51.7% |
| Admin fee / account holder | $42,273 | $5,880+618.9% | $13,955+202.9% | $5,124+725.0% |