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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 | $81,331+201.6% | $155,534+57.7% | $80,935+203.1% |
| Participation rate | 28.0% | 66.3%-38.2pp | 78.2%-50.2pp | 67.7%-39.6pp |
| Annual return | 17.50% | 33.37%-15.9pp | 64.92%-47.4pp | 35.66%-18.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,449 | $3,454-29.1% | $5,630-56.5% | $4,299-43.0% |
| Admin fee / account holder | $48,999 | $7,999+512.5% | $15,900+208.2% | $6,924+607.6% |