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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 | $225,418 | $76,834+193.4% | $108,359+108.0% | $87,485+157.7% |
| Participation rate | 66.7% | 61.7%+4.9pp | 70.1%-3.5pp | 68.9%-2.3pp |
| Annual return | 17.99% | 19.09%-1.1pp | 36.89%-18.9pp | 26.06%-8.1pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,516 | $3,100+77.9% | $4,137+33.3% | $4,274+29.1% |
| Admin fee / account holder | $16,518 | $6,537+152.7% | $9,741+69.6% | $7,775+112.5% |