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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 | $209,624 | $83,898+149.9% | $133,346+57.2% | $94,015+123.0% |
| Participation rate | 53.6% | 63.4%-9.8pp | 72.8%-19.3pp | 70.8%-17.2pp |
| Annual return | 18.35% | 16.00%+2.4pp | 36.85%-18.5pp | 17.84%+0.5pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,220 | $3,245-31.6% | $4,332-48.8% | $4,249-47.8% |
| Admin fee / account holder | $51,907 | $7,809+564.7% | $14,264+263.9% | $8,951+479.9% |