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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 | $222,064 | $76,834+189.0% | $108,359+104.9% | $87,485+153.8% |
| Participation rate | 50.0% | 61.7%-11.7pp | 70.1%-20.1pp | 68.9%-18.9pp |
| Annual return | 12.24% | 19.09%-6.8pp | 36.89%-24.7pp | 26.06%-13.8pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,582 | $3,100-49.0% | $4,137-61.8% | $4,274-63.0% |
| Admin fee / account holder | $38,183 | $6,537+484.1% | $9,741+292.0% | $7,775+391.1% |