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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 | $189,333 | $102,245+85.2% | $89,340+111.9% | $137,256+37.9% |
| Participation rate | 68.4% | 74.9%-6.5pp | 69.6%-1.1pp | 80.0%-11.5pp |
| Annual return | 15.39% | 21.89%-6.5pp | 20.57%-5.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,795 | $4,436-59.5% | $3,823-53.1% | $6,407-72.0% |
| Admin fee / account holder | $17,422 | $8,085+115.5% | $6,704+159.9% | $12,270+42.0% |