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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 | $99,875+82.6% | $146,866+24.2% | $86,983+109.7% |
| Participation rate | 49.1% | 75.8%-26.7pp | 82.5%-33.4pp | 69.5%-20.4pp |
| Annual return | 18.12% | 28.10%-10.0pp | 102.85%-84.7pp | 25.83%-7.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,060 | $6,322-4.2% | $7,759-21.9% | $4,194+44.5% |
| Admin fee / account holder | $42,440 | $7,838+441.5% | $13,620+211.6% | $7,856+440.2% |