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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 | $204,108 | $107,421+90.0% | $182,262+12.0% | $94,015+117.1% |
| Participation rate | 48.3% | 77.8%-29.4pp | 84.2%-35.9pp | 70.8%-22.5pp |
| Annual return | 15.29% | 21.32%-6.0pp | 140.60%-125.3pp | 17.84%-2.6pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $8,675 | $6,558+32.3% | $8,276+4.8% | $4,249+104.2% |
| Admin fee / account holder | $30,041 | $8,692+245.6% | $16,712+79.8% | $8,951+235.6% |