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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 | $182,379 | $106,524+71.2% | $152,301+19.7% | $87,485+108.5% |
| Participation rate | 49.1% | 75.8%-26.6pp | 82.4%-33.3pp | 68.9%-19.8pp |
| Annual return | 18.12% | 26.89%-8.8pp | 80.50%-62.4pp | 26.06%-7.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,060 | $6,525-7.1% | $8,004-24.3% | $4,274+41.8% |
| Admin fee / account holder | $42,440 | $8,287+412.2% | $14,398+194.8% | $7,775+445.9% |