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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 | $198,830 | $71,208+179.2% | $93,681+112.2% | $80,911+145.7% |
| Participation rate | 22.7% | 60.4%-37.7pp | 68.7%-46.0pp | 67.6%-44.9pp |
| Annual return | 11.17% | 11.27%-0.1pp | 133.47%-122.3pp | 35.63%-24.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,546 | $4,035-61.7% | $4,415-65.0% | $4,297-64.0% |
| Admin fee / account holder | $7,360 | $6,951+5.9% | $8,290-11.2% | $6,935+6.1% |