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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 | $224,227 | $71,215+214.9% | $93,696+139.3% | $80,935+177.0% |
| Participation rate | 35.6% | 60.4%-24.8pp | 68.7%-33.1pp | 67.7%-32.0pp |
| Annual return | 10.74% | 11.27%-0.5pp | 133.74%-123.0pp | 35.66%-24.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,772 | $4,037-6.6% | $4,417-14.6% | $4,299-12.3% |
| Admin fee / account holder | $9,384 | $6,958+34.9% | $8,287+13.2% | $6,924+35.5% |