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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 | $220,099 | $111,830+96.8% | $93,696+134.9% | $145,884+50.9% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 8.35% | 204.08%-195.7pp | 133.74%-125.4pp | 551.85%-543.5pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,403 | $4,920+111.5% | $4,417+135.5% | $6,690+55.5% |
| Admin fee / account holder | $12,057 | $10,249+17.6% | $8,287+45.5% | $13,392-10.0% |