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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 | $220,160 | $69,444+217.0% | $92,985+136.8% | $87,485+151.7% |
| Participation rate | 42.9% | 63.3%-20.4pp | 69.5%-26.6pp | 68.9%-26.1pp |
| Annual return | 12.82% | 23.85%-11.0pp | 27.99%-15.2pp | 26.06%-13.2pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,294 | $3,364-31.8% | $4,377-47.6% | $4,274-46.3% |
| Admin fee / account holder | $5,422 | $6,137-11.6% | $9,463-42.7% | $7,775-30.3% |