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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 | $240,597 | $86,919+176.8% | $102,457+134.8% | $80,911+197.4% |
| Participation rate | 68.8% | 72.4%-3.6pp | 76.5%-7.7pp | 67.6%+1.1pp |
| Annual return | 16.04% | 18.90%-2.9pp | 29.41%-13.4pp | 35.63%-19.6pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,551 | $4,119+34.8% | $5,054+9.8% | $4,297+29.2% |
| Admin fee / account holder | $19,400 | $8,049+141.0% | $9,451+105.3% | $6,935+179.8% |