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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 | $207,557 | $57,073+263.7% | $85,126+143.8% | $80,925+156.5% |
| Participation rate | 41.4% | 56.4%-15.0pp | 67.5%-26.1pp | 67.7%-26.3pp |
| Annual return | 11.94% | 21.69%-9.8pp | 66.63%-54.7pp | 35.65%-23.7pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,390 | $3,113+8.9% | $4,523-25.0% | $4,299-21.1% |
| Admin fee / account holder | $2,779 | $4,988-44.3% | $6,160-54.9% | $6,940-60.0% |