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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 | $212,226 | $75,541+180.9% | $152,093+39.5% | $82,637+156.8% |
| Participation rate | 32.0% | 66.5%-34.5pp | 77.8%-45.8pp | 68.1%-36.1pp |
| Annual return | 14.60% | 32.56%-18.0pp | 66.36%-51.8pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,977 | $3,206-7.1% | $5,451-45.4% | $4,126-27.8% |
| Admin fee / account holder | $60,110 | $6,405+838.5% | $14,497+314.6% | $7,339+719.1% |