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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 | $196,351 | $70,430+178.8% | $96,572+103.3% | $85,851+128.7% |
| Participation rate | 31.8% | 61.8%-30.0pp | 69.8%-38.0pp | 69.3%-37.5pp |
| Annual return | 19.45% | 18.58%+0.9pp | 37.79%-18.3pp | 318.63%-299.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,427 | $2,894-16.1% | $3,850-36.9% | $3,952-38.6% |
| Admin fee / account holder | $15,635 | $4,996+213.0% | $6,183+152.9% | $6,261+149.7% |