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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 | $228,800 | $67,411+239.4% | $91,004+151.4% | $70,124+226.3% |
| Participation rate | 42.1% | 71.4%-29.3pp | 75.6%-33.5pp | 69.5%-27.4pp |
| Annual return | 14.02% | -40.16%+54.2pp | 4.60%+9.4pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,125 | $2,823-24.7% | $3,548-40.1% | $3,332-36.2% |
| Admin fee / account holder | $4,040 | $4,236-4.6% | $5,417-25.4% | $4,645-13.0% |