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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 | $245,304 | $81,276+201.8% | $155,574+57.7% | $80,925+203.1% |
| Participation rate | 28.0% | 66.2%-38.2pp | 78.2%-50.2pp | 67.7%-39.6pp |
| Annual return | 17.50% | 33.36%-15.9pp | 64.87%-47.4pp | 35.65%-18.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,449 | $3,453-29.1% | $5,629-56.5% | $4,299-43.0% |
| Admin fee / account holder | $48,999 | $7,993+513.0% | $15,914+207.9% | $6,940+606.0% |