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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 | $247,527 | $85,515+189.5% | $112,040+120.9% | $67,986+264.1% |
| Participation rate | 27.6% | 68.2%-40.6pp | 76.5%-48.9pp | 57.2%-29.6pp |
| Annual return | 19.14% | 29.68%-10.5pp | 24.52%-5.4pp | 31.67%-12.5pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,057 | $4,014-23.9% | $5,098-40.0% | $3,358-9.0% |
| Admin fee / account holder | $41,109 | $3,774+989.4% | $12,098+239.8% | $3,203+1183.4% |