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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 | $212,402 | $106,267+99.9% | $96,520+120.1% | $139,456+52.3% |
| Participation rate | 61.5% | 77.8%-16.3pp | 74.3%-12.8pp | 80.3%-18.8pp |
| Annual return | 13.17% | 38.45%-25.3pp | 35.72%-22.5pp | 373.45%-360.3pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,270 | $5,454-21.7% | $4,879-12.5% | $6,711-36.4% |
| Admin fee / account holder | $25,336 | $7,882+221.4% | $6,733+276.3% | $11,407+122.1% |