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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 | $203,703 | $81,358+150.4% | $155,556+31.0% | $80,959+151.6% |
| Participation rate | 62.5% | 66.3%-3.8pp | 78.2%-15.7pp | 67.7%-5.2pp |
| Annual return | 11.39% | 33.39%-22.0pp | 64.84%-53.4pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,519 | $3,455+88.7% | $5,631+15.8% | $4,300+51.6% |
| Admin fee / account holder | $15,034 | $7,994+88.1% | $15,885-5.4% | $6,925+117.1% |