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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 | $197,067 | $56,116+251.2% | $135,768+45.1% | $86,983+126.6% |
| Participation rate | 25.3% | 60.1%-34.8pp | 71.1%-45.8pp | 69.5%-44.2pp |
| Annual return | 16.73% | 125.33%-108.6pp | 526.10%-509.4pp | 25.83%-9.1pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,534 | $2,690-5.8% | $3,977-36.3% | $4,194-39.6% |
| Admin fee / account holder | $8,724 | $4,314+102.2% | $7,048+23.8% | $7,856+11.0% |