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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 | $209,554 | $98,760+112.2% | $149,715+40.0% | $79,858+162.4% |
| Participation rate | 31.3% | 75.8%-44.5pp | 82.5%-51.2pp | 69.6%-38.4pp |
| Annual return | 12.93% | 27.43%-14.5pp | 276.66%-263.7pp | 31.72%-18.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,980 | $5,681-29.9% | $6,842-41.8% | $3,740+6.4% |
| Admin fee / account holder | $4,084 | $6,053-32.5% | $9,310-56.1% | $5,306-23.0% |