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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 | $83,898+168.7% | $133,346+69.0% | $94,015+139.8% |
| Participation rate | 66.7% | 63.4%+3.3pp | 72.8%-6.2pp | 70.8%-4.2pp |
| Annual return | 17.99% | 16.00%+2.0pp | 36.85%-18.9pp | 17.84%+0.1pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,516 | $3,245+70.0% | $4,332+27.3% | $4,249+29.8% |
| Admin fee / account holder | $16,518 | $7,809+111.5% | $14,264+15.8% | $8,951+84.5% |