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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 | $193,195 | $80,983+138.6% | $96,544+100.1% | $75,177+157.0% |
| Participation rate | 32.4% | 71.8%-39.4pp | 76.0%-43.6pp | 67.2%-34.8pp |
| Annual return | 16.68% | 27.05%-10.4pp | 25.88%-9.2pp | 160.75%-144.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,977 | $3,929-49.7% | $4,851-59.2% | $4,126-52.1% |
| Admin fee / account holder | $10,093 | $6,717+50.3% | $8,254+22.3% | $5,651+78.6% |