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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 | $202,434 | $72,071+180.9% | $68,368+196.1% | $137,256+47.5% |
| Participation rate | 45.0% | 76.2%-31.2pp | 73.8%-28.8pp | 80.0%-35.0pp |
| Annual return | 13.48% | 353.14%-339.7pp | 292.57%-279.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,857 | $4,410-57.9% | $4,123-55.0% | $6,407-71.0% |
| Admin fee / account holder | $1,018 | $5,336-80.9% | $5,150-80.2% | $12,270-91.7% |