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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 | $218,471 | $87,059+150.9% | $105,608+106.9% | $80,925+170.0% |
| Participation rate | 47.2% | 70.4%-23.2pp | 75.3%-28.1pp | 67.7%-20.4pp |
| Annual return | 14.62% | 17.05%-2.4pp | 116.50%-101.9pp | 35.65%-21.0pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,417 | $3,986-14.3% | $5,010-31.8% | $4,299-20.5% |
| Admin fee / account holder | $14,526 | $8,443+72.1% | $11,028+31.7% | $6,940+109.3% |