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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 | $242,460 | $91,559+164.8% | $133,978+81.0% | $79,856+203.6% |
| Participation rate | 51.9% | 73.3%-21.5pp | 79.8%-28.0pp | 69.6%-17.8pp |
| Annual return | 12.01% | 61.85%-49.8pp | 45.10%-33.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,472 | $3,734-7.0% | $5,047-31.2% | $3,741-7.2% |
| Admin fee / account holder | $41,123 | $6,321+550.6% | $8,930+360.5% | $5,306+675.0% |