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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 | $210,913 | $90,397+133.3% | $76,002+177.5% | $145,959+44.5% |
| Participation rate | 42.1% | 74.5%-32.4pp | 69.1%-27.0pp | 80.3%-38.2pp |
| Annual return | 9.79% | 621.97%-612.2pp | 360.07%-350.3pp | 561.95%-552.2pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $8,665 | $5,163+67.8% | $4,257+103.6% | $6,689+29.6% |
| Admin fee / account holder | $6,226 | $8,369-25.6% | $6,414-2.9% | $13,398-53.5% |