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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 | $240,383 | $93,598+156.8% | $135,974+76.8% | $75,173+219.8% |
| Participation rate | 60.5% | 75.2%-14.7pp | 81.9%-21.5pp | 67.2%-6.7pp |
| Annual return | 23.06% | 30.89%-7.8pp | 68.30%-45.2pp | 160.72%-137.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,088 | $6,405+26.3% | $7,760+4.2% | $4,126+96.0% |
| Admin fee / account holder | $27,415 | $6,978+292.9% | $10,767+154.6% | $5,651+385.2% |