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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 | $81,233+202.0% | $155,567+57.7% | $80,874+203.3% |
| Participation rate | 28.0% | 66.2%-38.2pp | 78.2%-50.1pp | 67.6%-39.6pp |
| Annual return | 17.50% | 33.33%-15.8pp | 64.74%-47.2pp | 35.62%-18.1pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,449 | $3,452-29.1% | $5,628-56.5% | $4,297-43.0% |
| Admin fee / account holder | $48,999 | $7,998+512.7% | $15,916+207.8% | $6,935+606.5% |