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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 | $247,043 | $103,038+139.8% | $90,324+173.5% | $152,909+61.6% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 15.89% | 95.25%-79.4pp | 78.15%-62.3pp | 345.46%-329.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,748 | $4,282+81.0% | $3,885+99.4% | $5,851+32.4% |
| Admin fee / account holder | $2,724 | $6,177-55.9% | $5,356-49.1% | $11,601-76.5% |