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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 | $207,796 | $114,712+81.1% | $173,730+19.6% | $87,485+137.5% |
| Participation rate | 20.0% | 73.0%-53.0pp | 79.6%-59.6pp | 68.9%-48.9pp |
| Annual return | 13.17% | 20.18%-7.0pp | 19.96%-6.8pp | 26.06%-12.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,518 | $4,642-45.8% | $6,326-60.2% | $4,274-41.1% |
| Admin fee / account holder | $14,401 | $10,210+41.1% | $17,523-17.8% | $7,775+85.2% |