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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 | $227,953 | $58,258+291.3% | $81,820+178.6% | $80,925+181.7% |
| Participation rate | 42.7% | 63.5%-20.8pp | 72.4%-29.7pp | 67.7%-25.0pp |
| Annual return | 20.12% | 41.76%-21.6pp | 777.93%-757.8pp | 35.65%-15.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,991 | $3,284+82.4% | $4,323+38.6% | $4,299+39.4% |
| Admin fee / account holder | $10,338 | $4,976+107.7% | $7,391+39.9% | $6,940+49.0% |