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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 | $186,040 | $98,240+89.4% | $82,312+126.0% | $147,586+26.1% |
| Participation rate | 27.3% | 79.7%-52.5pp | 76.9%-49.6pp | 82.8%-55.6pp |
| Annual return | 21.06% | 30.85%-9.8pp | 25.88%-4.8pp | 578.59%-557.5pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,491 | $4,383-43.2% | $3,706-32.8% | $5,439-54.2% |
| Admin fee / account holder | $15,817 | $8,563+84.7% | $5,608+182.1% | $10,886+45.3% |