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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 | $233,810 | $95,959+143.7% | $97,411+140.0% | $138,895+68.3% |
| Participation rate | 37.5% | 81.8%-44.3pp | 80.4%-42.9pp | 79.9%-42.4pp |
| Annual return | 12.47% | 29.30%-16.8pp | 34.72%-22.3pp | 145.39%-132.9pp |
| Employer contribution / active EE | $0 | $4,278-100.0% | $4,210-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,902 | $5,876-50.6% | $5,886-50.7% | $6,396-54.6% |
| Admin fee / account holder | $51,660 | $7,555+583.8% | $7,145+623.1% | $12,562+311.2% |