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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 | $227,521 | $76,407+197.8% | $150,298+51.4% | $82,448+176.0% |
| Participation rate | 61.3% | 66.4%-5.1pp | 77.8%-16.5pp | 68.1%-6.8pp |
| Annual return | 15.46% | 39.99%-24.5pp | 62.79%-47.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,941 | $3,214+115.9% | $5,453+27.3% | $4,139+67.7% |
| Admin fee / account holder | $25,821 | $6,352+306.5% | $14,116+82.9% | $7,234+256.9% |