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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 | $219,584 | $58,512+275.3% | $84,020+161.3% | $72,983+200.9% |
| Participation rate | 41.9% | 61.2%-19.3pp | 69.0%-27.1pp | 69.5%-27.6pp |
| Annual return | 17.49% | 28.93%-11.4pp | 71.31%-53.8pp | 81.01%-63.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,944 | $2,394-18.8% | $3,239-40.0% | $3,608-46.1% |
| Admin fee / account holder | $17,624 | $4,569+285.8% | $6,101+188.9% | $5,124+243.9% |