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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 | $242,294 | $153,311+58.0% | $109,313+121.7% | $273,972-11.6% |
| Participation rate | 50.0% | 80.1%-30.1pp | 71.3%-21.3pp | 83.0%-33.0pp |
| Annual return | 11.41% | 29.86%-18.5pp | 22.07%-10.7pp | 41.46%-30.0pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,375 | $3,932+11.3% | $3,166+38.2% | $5,287-17.3% |
| Admin fee / account holder | $1,571 | $8,076-80.6% | $5,666-72.3% | $10,133-84.5% |