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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 | $203,971 | $76,834+165.5% | $108,359+88.2% | $87,485+133.2% |
| Participation rate | 34.6% | 61.7%-27.1pp | 70.1%-35.5pp | 68.9%-34.3pp |
| Annual return | 15.59% | 19.09%-3.5pp | 36.89%-21.3pp | 26.06%-10.5pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,750 | $3,100-11.3% | $4,137-33.5% | $4,274-35.6% |
| Admin fee / account holder | $31,791 | $6,537+386.3% | $9,741+226.4% | $7,775+308.9% |