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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 | $198,230 | $121,701+62.9% | $104,639+89.4% | $158,982+24.7% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | 19.36% | 465.72%-446.4pp | 340.67%-321.3pp | 302.99%-283.6pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,019 | $4,176-75.6% | $3,738-72.7% | $5,983-83.0% |
| Admin fee / account holder | $1,395 | $7,778-82.1% | $6,465-78.4% | $11,252-87.6% |