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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 | $77,574+186.3% | $108,753+104.2% | $86,983+155.3% |
| Participation rate | 50.0% | 62.3%-12.3pp | 71.1%-21.1pp | 69.5%-19.5pp |
| Annual return | 12.24% | 18.42%-6.2pp | 37.47%-25.2pp | 25.83%-13.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,582 | $3,128-49.4% | $4,115-61.6% | $4,194-62.3% |
| Admin fee / account holder | $38,183 | $6,529+484.9% | $10,320+270.0% | $7,856+386.0% |