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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 | $167,436 | $115,903+44.5% | $100,528+66.6% | $158,966+5.3% |
| Participation rate | 35.0% | 81.6%-46.6pp | 79.4%-44.4pp | 82.0%-47.0pp |
| Annual return | 12.11% | 34.80%-22.7pp | 30.90%-18.8pp | 302.95%-290.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,266 | $6,677-51.1% | $6,271-47.9% | $5,983-45.4% |
| Admin fee / account holder | $99,592 | $11,000+805.4% | $8,084+1132.0% | $11,250+785.3% |