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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 | $192,881 | $126,661+52.3% | $113,397+70.1% | $138,895+38.9% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 12.67% | 25.05%-12.4pp | 23.20%-10.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $20,941 | $5,693+267.9% | $5,076+312.5% | $6,396+227.4% |
| Admin fee / account holder | $258,472 | $14,549+1676.5% | $11,957+2061.7% | $12,562+1957.5% |