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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 | $223,996 | $106,864+109.6% | $147,318+52.0% | $82,637+171.1% |
| Participation rate | 51.7% | 75.5%-23.8pp | 82.1%-30.3pp | 68.1%-16.3pp |
| Annual return | 16.01% | 27.49%-11.5pp | 70.43%-54.4pp | 53.51%-37.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,883 | $6,496-9.4% | $7,906-25.6% | $4,126+42.6% |
| Admin fee / account holder | $1,456 | $8,415-82.7% | $13,708-89.4% | $7,339-80.2% |