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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 | $189,206 | $46,877+303.6% | $122,354+54.6% | $70,126+169.8% |
| Participation rate | 33.3% | 58.2%-24.9pp | 71.6%-38.3pp | 69.5%-36.2pp |
| Annual return | 14.42% | 24.22%-9.8pp | 30.28%-15.9pp | 73.15%-58.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,647 | $2,167-24.0% | $3,287-49.9% | $3,332-50.6% |
| Admin fee / account holder | $28,933 | $3,324+770.5% | $5,479+428.1% | $4,645+522.8% |