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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 | $194,359 | $114,119+70.3% | $107,187+81.3% | $138,895+39.9% |
| Participation rate | 36.8% | 78.1%-41.2pp | 75.0%-38.2pp | 79.9%-43.1pp |
| Annual return | 13.30% | 273.21%-259.9pp | 204.55%-191.3pp | 145.39%-132.1pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,888 | $5,538-47.9% | $5,096-43.3% | $6,396-54.8% |
| Admin fee / account holder | $9,778 | $10,024-2.5% | $9,162+6.7% | $12,562-22.2% |