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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 | $220,170 | $106,864+106.0% | $147,318+49.5% | $82,637+166.4% |
| Participation rate | 31.0% | 75.5%-44.5pp | 82.1%-51.0pp | 68.1%-37.0pp |
| Annual return | 15.02% | 27.49%-12.5pp | 70.43%-55.4pp | 53.51%-38.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,023 | $6,496-38.1% | $7,906-49.1% | $4,126-2.5% |
| Admin fee / account holder | $2,371 | $8,415-71.8% | $13,708-82.7% | $7,339-67.7% |