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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 | $195,012 | $76,834+153.8% | $108,359+80.0% | $87,485+122.9% |
| Participation rate | 15.6% | 61.7%-46.1pp | 70.1%-54.5pp | 68.9%-53.3pp |
| Annual return | 13.59% | 19.09%-5.5pp | 36.89%-23.3pp | 26.06%-12.5pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,372 | $3,100-55.8% | $4,137-66.8% | $4,274-67.9% |
| Admin fee / account holder | $941 | $6,537-85.6% | $9,741-90.3% | $7,775-87.9% |