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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 | $229,704 | $86,701+164.9% | $73,309+213.3% | $125,389+83.2% |
| Participation rate | 62.5% | 78.6%-16.1pp | 74.9%-12.4pp | 83.2%-20.7pp |
| Annual return | 0.51% | 2.78%-2.3pp | 5.67%-5.2pp | 282.24%-281.7pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,413 | $5,549+51.6% | $4,991+68.6% | $5,352+57.2% |
| Admin fee / account holder | $11,798 | $7,768+51.9% | $5,635+109.4% | $9,541+23.7% |