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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 | $203,453 | $91,559+122.2% | $133,978+51.9% | $79,856+154.8% |
| Participation rate | 34.7% | 73.3%-38.7pp | 79.8%-45.1pp | 69.6%-34.9pp |
| Annual return | 14.46% | 61.85%-47.4pp | 45.10%-30.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,631 | $3,734-2.8% | $5,047-28.1% | $3,741-2.9% |
| Admin fee / account holder | $2,254 | $6,321-64.3% | $8,930-74.8% | $5,306-57.5% |