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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 | $218,495 | $112,729+93.8% | $98,716+121.3% | $137,256+59.2% |
| Participation rate | 12.5% | 74.2%-61.7pp | 69.3%-56.8pp | 80.0%-67.5pp |
| Annual return | 15.35% | 38.48%-23.1pp | 31.81%-16.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,558 | $4,640-66.4% | $4,048-61.5% | $6,407-75.7% |
| Admin fee / account holder | $5,827 | $10,129-42.5% | $8,703-33.0% | $12,270-52.5% |