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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 | $240,570 | $49,255+388.4% | $70,494+241.3% | $79,856+201.3% |
| Participation rate | 65.2% | 69.2%-4.0pp | 75.1%-9.9pp | 69.6%-4.5pp |
| Annual return | 8.67% | 30.10%-21.4pp | 109.16%-100.5pp | 31.71%-23.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,584 | $2,768+210.1% | $3,711+131.3% | $3,741+129.5% |
| Admin fee / account holder | $14,283 | $2,879+396.1% | $3,848+271.2% | $5,306+169.2% |