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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 | $99,875+120.4% | $146,866+49.9% | $86,983+153.1% |
| Participation rate | 31.0% | 75.8%-44.8pp | 82.5%-51.5pp | 69.5%-38.5pp |
| Annual return | 15.02% | 28.10%-13.1pp | 102.85%-87.8pp | 25.83%-10.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,023 | $6,322-36.4% | $7,759-48.2% | $4,194-4.1% |
| Admin fee / account holder | $2,371 | $7,838-69.8% | $13,620-82.6% | $7,856-69.8% |