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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 | $76,834+172.8% | $108,359+93.5% | $87,485+139.6% |
| Participation rate | 53.6% | 61.7%-8.2pp | 70.1%-16.6pp | 68.9%-15.4pp |
| Annual return | 18.35% | 19.09%-0.7pp | 36.89%-18.5pp | 26.06%-7.7pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,220 | $3,100-28.4% | $4,137-46.3% | $4,274-48.0% |
| Admin fee / account holder | $51,907 | $6,537+694.0% | $9,741+432.9% | $7,775+567.6% |