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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 | $191,755 | $70,002+173.9% | $115,038+66.7% | $52,331+266.4% |
| Participation rate | 66.0% | 72.1%-6.1pp | 81.4%-15.3pp | 68.1%-2.1pp |
| Annual return | 0.84% | 4.04%-3.2pp | 26.14%-25.3pp | 4.54%-3.7pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $8,170 | $4,920+66.1% | $6,026+35.6% | $3,022+170.3% |
| Admin fee / account holder | $13,254 | $566+2241.6% | $8,175+62.1% | $592+2140.4% |