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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 | $234,880 | $118,488+98.2% | $98,462+138.5% | $139,487+68.4% |
| Participation rate | 45.0% | 77.5%-32.5pp | 75.2%-30.2pp | 80.3%-35.3pp |
| Annual return | 10.01% | 18.96%-9.0pp | 21.17%-11.2pp | 373.84%-363.8pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,590 | $5,393-14.9% | $4,738-3.1% | $6,713-31.6% |
| Admin fee / account holder | $2,678 | $13,868-80.7% | $8,875-69.8% | $11,407-76.5% |