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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 | $237,743 | $101,795+133.6% | $165,100+44.0% | $80,959+193.7% |
| Participation rate | 39.7% | 71.8%-32.1pp | 78.6%-38.9pp | 67.7%-28.0pp |
| Annual return | 15.39% | 16.73%-1.3pp | 70.21%-54.8pp | 35.67%-20.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,638 | $4,476-41.1% | $6,035-56.3% | $4,300-38.7% |
| Admin fee / account holder | $18,635 | $8,221+126.7% | $12,696+46.8% | $6,925+169.1% |