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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 | $213,130 | $55,930+281.1% | $76,089+180.1% | $80,925+163.4% |
| Participation rate | 62.0% | 62.1%-0.1pp | 69.1%-7.1pp | 67.7%-5.7pp |
| Annual return | 11.31% | 20.58%-9.3pp | 360.94%-349.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,084 | $3,051+197.8% | $4,259+113.3% | $4,299+111.3% |
| Admin fee / account holder | $17,415 | $5,241+232.3% | $6,418+171.4% | $6,940+150.9% |