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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 | $180,553 | $62,592+188.5% | $85,709+110.7% | $85,847+110.3% |
| Participation rate | 48.8% | 61.1%-12.3pp | 69.9%-21.1pp | 69.3%-20.5pp |
| Annual return | 12.15% | 23.77%-11.6pp | 21.49%-9.3pp | 318.61%-306.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,190 | $2,802+13.9% | $3,924-18.7% | $3,952-19.3% |
| Admin fee / account holder | $1,027 | $4,643-77.9% | $6,876-85.1% | $6,261-83.6% |