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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 | $238,038 | $77,460+207.3% | $100,378+137.1% | $80,925+194.1% |
| Participation rate | 63.9% | 76.9%-13.1pp | 81.5%-17.6pp | 67.7%-3.8pp |
| Annual return | 15.04% | 37.24%-22.2pp | 49.41%-34.4pp | 35.65%-20.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,688 | $6,818-31.2% | $8,087-42.0% | $4,299+9.1% |
| Admin fee / account holder | $2,542 | $5,887-56.8% | $7,899-67.8% | $6,940-63.4% |