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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 | $230,179 | $166,089+38.6% | $164,928+39.6% | $145,978+57.7% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 11.89% | 100.26%-88.4pp | 70.08%-58.2pp | 550.52%-538.6pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,696 | $6,961-61.3% | $6,034-55.3% | $6,690-59.7% |
| Admin fee / account holder | $46,041 | $16,641+176.7% | $12,684+263.0% | $13,400+243.6% |