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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 | $106,749+109.8% | $145,433+54.0% | $82,448+171.7% |
| Participation rate | 51.7% | 75.6%-23.9pp | 82.1%-30.4pp | 68.1%-16.3pp |
| Annual return | 16.01% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,883 | $6,519-9.8% | $7,897-25.5% | $4,139+42.1% |
| Admin fee / account holder | $1,456 | $8,390-82.6% | $13,129-88.9% | $7,234-79.9% |