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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 | $190,688 | $81,262+134.7% | $155,602+22.5% | $80,911+135.7% |
| Participation rate | 21.6% | 66.2%-44.7pp | 78.2%-56.6pp | 67.6%-46.1pp |
| Annual return | 18.42% | 33.34%-14.9pp | 64.81%-46.4pp | 35.63%-17.2pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,463 | $3,451-28.6% | $5,629-56.2% | $4,297-42.7% |
| Admin fee / account holder | $31,260 | $7,992+291.1% | $15,923+96.3% | $6,935+350.8% |