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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 | $212,670 | $139,948+52.0% | $121,663+74.8% | $154,746+37.4% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.5%-24.5pp | 80.7%-30.7pp |
| Annual return | 14.99% | 230.52%-215.5pp | 147.54%-132.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,875 | $5,629-13.4% | $4,887-0.3% | $6,730-27.6% |
| Admin fee / account holder | $4,138 | $17,321-76.1% | $14,289-71.0% | $14,365-71.2% |