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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 | $72,471+203.8% | $94,215+133.7% | $86,983+153.1% |
| Participation rate | 42.9% | 63.9%-21.0pp | 70.0%-27.1pp | 69.5%-26.7pp |
| Annual return | 12.82% | 26.44%-13.6pp | 28.22%-15.4pp | 25.83%-13.0pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,294 | $3,397-32.5% | $4,276-46.4% | $4,194-45.3% |
| Admin fee / account holder | $5,422 | $6,468-16.2% | $10,216-46.9% | $7,856-31.0% |