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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 | $106,864+83.5% | $147,318+33.1% | $82,637+137.3% |
| Participation rate | 31.6% | 75.5%-43.9pp | 82.1%-50.5pp | 68.1%-36.5pp |
| Annual return | 17.34% | 27.49%-10.1pp | 70.43%-53.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,503 | $6,496-61.5% | $7,906-68.3% | $4,126-39.3% |
| Admin fee / account holder | $57,171 | $8,415+579.4% | $13,708+317.1% | $7,339+679.0% |