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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 | $196,133 | $106,749+83.7% | $145,433+34.9% | $82,448+137.9% |
| Participation rate | 31.6% | 75.6%-44.1pp | 82.1%-50.5pp | 68.1%-36.5pp |
| Annual return | 17.34% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,503 | $6,519-61.6% | $7,897-68.3% | $4,139-39.5% |
| Admin fee / account holder | $57,171 | $8,390+581.4% | $13,129+335.5% | $7,234+690.3% |