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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 | $221,317 | $60,349+266.7% | $74,184+198.3% | $62,881+252.0% |
| Participation rate | 58.1% | 72.7%-14.7pp | 76.6%-18.6pp | 69.3%-11.2pp |
| Annual return | 14.38% | 21.38%-7.0pp | 17.74%-3.4pp | 20.14%-5.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,779 | $2,856+172.4% | $3,550+119.2% | $3,203+142.9% |
| Admin fee / account holder | $45,454 | $4,261+966.8% | $5,586+713.8% | $4,296+958.1% |