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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 | $76,407+177.8% | $150,298+41.2% | $82,448+157.4% |
| Participation rate | 32.0% | 66.4%-34.4pp | 77.8%-45.8pp | 68.1%-36.1pp |
| Annual return | 14.60% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,977 | $3,214-7.4% | $5,453-45.4% | $4,139-28.1% |
| Admin fee / account holder | $60,110 | $6,352+846.3% | $14,116+325.8% | $7,234+730.9% |