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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 | $206,545 | $135,956+51.9% | $123,894+66.7% | $273,972-24.6% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $556 | $5,170-89.2% | $4,617-88.0% | $4,869-88.6% |
| Participant deferral / active EE | $4,236 | $6,343-33.2% | $5,984-29.2% | $5,287-19.9% |
| Admin fee / account holder | $7,745 | $9,817-21.1% | $8,357-7.3% | $10,133-23.6% |