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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 | $183,420 | $101,798+80.2% | $165,071+11.1% | $80,935+126.6% |
| Participation rate | 40.0% | 71.8%-31.8pp | 78.6%-38.6pp | 67.7%-27.7pp |
| Annual return | 14.29% | 16.73%-2.4pp | 70.17%-55.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,258 | $4,476-49.5% | $6,035-62.6% | $4,299-47.5% |
| Admin fee / account holder | $25,704 | $8,221+212.6% | $12,695+102.5% | $6,924+271.2% |