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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 | $215,761 | $117,846+83.1% | $102,434+110.6% | $145,884+47.9% |
| Participation rate | 68.2% | 78.6%-10.4pp | 76.5%-8.3pp | 80.3%-12.1pp |
| Annual return | 14.49% | 31.90%-17.4pp | 29.46%-15.0pp | 551.85%-537.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,131 | $5,733+111.6% | $5,055+140.0% | $6,690+81.3% |
| Admin fee / account holder | $31,026 | $13,356+132.3% | $9,462+227.9% | $13,392+131.7% |