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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 | $121,015 | $201,370-39.9% | $184,256-34.3% | $145,897-17.1% |
| Participation rate | 18.2% | 87.5%-69.3pp | 86.8%-68.6pp | 80.3%-62.1pp |
| Annual return | 9.64% | 29.05%-19.4pp | 28.85%-19.2pp | 552.29%-542.6pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,759 | $9,808-51.5% | $9,133-47.9% | $6,689-28.9% |
| Admin fee / account holder | $90,696 | $16,364+454.2% | $13,899+552.5% | $13,390+577.3% |