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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 | $90,530+133.0% | $76,030+177.4% | $145,897+44.6% |
| Participation rate | 42.1% | 74.4%-32.3pp | 69.1%-27.0pp | 80.3%-38.2pp |
| Annual return | 9.79% | 625.08%-615.3pp | 361.54%-351.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,665 | $5,164+67.8% | $4,257+103.5% | $6,689+29.5% |
| Admin fee / account holder | $6,226 | $8,383-25.7% | $6,421-3.0% | $13,390-53.5% |