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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 | $71,197+214.9% | $93,669+139.4% | $80,925+177.1% |
| Participation rate | 35.6% | 60.4%-24.8pp | 68.7%-33.1pp | 67.7%-32.0pp |
| Annual return | 10.74% | 11.27%-0.5pp | 133.59%-122.9pp | 35.65%-24.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,772 | $4,036-6.5% | $4,416-14.6% | $4,299-12.3% |
| Admin fee / account holder | $9,384 | $6,959+34.9% | $8,291+13.2% | $6,940+35.2% |