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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 | $77,814+192.4% | $158,223+43.8% | $86,983+161.6% |
| Participation rate | 61.3% | 68.4%-7.1pp | 79.2%-17.9pp | 69.5%-8.3pp |
| Annual return | 15.46% | 30.54%-15.1pp | 52.09%-36.6pp | 25.83%-10.4pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,941 | $3,270+112.3% | $5,467+27.0% | $4,194+65.5% |
| Admin fee / account holder | $25,821 | $5,879+339.2% | $16,047+60.9% | $7,856+228.7% |