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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 | $192,388 | $70,684+172.2% | $169,397+13.6% | $75,177+155.9% |
| Participation rate | 19.4% | 64.8%-45.4pp | 77.2%-57.8pp | 67.2%-47.8pp |
| Annual return | 16.37% | 36.38%-20.0pp | 406.23%-389.9pp | 160.75%-144.4pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,478 | $4,310-65.7% | $6,223-76.2% | $4,126-64.2% |
| Admin fee / account holder | $1,648 | $5,404-69.5% | $9,017-81.7% | $5,651-70.8% |