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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 | $198,427 | $100,194+98.0% | $122,979+61.4% | $86,983+128.1% |
| Participation rate | 59.2% | 73.0%-13.8pp | 77.2%-18.0pp | 69.5%-10.4pp |
| Annual return | 13.29% | 16.47%-3.2pp | 20.12%-6.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,548 | $4,133+58.4% | $5,003+30.9% | $4,194+56.1% |
| Admin fee / account holder | $40,347 | $10,148+297.6% | $12,864+213.6% | $7,856+413.6% |