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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 | $244,457 | $96,731+152.7% | $123,973+97.2% | $86,983+181.0% |
| Participation rate | 59.3% | 70.0%-10.8pp | 76.7%-17.4pp | 69.5%-10.3pp |
| Annual return | 14.08% | 17.33%-3.2pp | 388.13%-374.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,878 | $4,152+41.6% | $5,247+12.0% | $4,194+40.2% |
| Admin fee / account holder | $18,645 | $8,722+113.8% | $11,799+58.0% | $7,856+137.3% |