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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 | $205,576 | $72,027+185.4% | $185,861+10.6% | $79,856+157.4% |
| Participation rate | 46.2% | 65.8%-19.6pp | 78.0%-31.9pp | 69.6%-23.5pp |
| Annual return | 15.92% | 23.13%-7.2pp | 35.96%-20.0pp | 31.71%-15.8pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,790 | $3,780+106.1% | $5,634+38.3% | $3,741+108.2% |
| Admin fee / account holder | $35,927 | $4,513+696.1% | $9,503+278.0% | $5,306+577.0% |