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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 | $228,918 | $101,798+124.9% | $165,071+38.7% | $80,935+182.8% |
| Participation rate | 46.2% | 71.8%-25.7pp | 78.6%-32.5pp | 67.7%-21.5pp |
| Annual return | 18.10% | 16.73%+1.4pp | 70.17%-52.1pp | 35.66%-17.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,507 | $4,476-44.0% | $6,035-58.5% | $4,299-41.7% |
| Admin fee / account holder | $9,922 | $8,221+20.7% | $12,695-21.8% | $6,924+43.3% |