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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 | $199,009 | $106,749+86.4% | $145,433+36.8% | $82,448+141.4% |
| Participation rate | 63.3% | 75.6%-12.4pp | 82.1%-18.9pp | 68.1%-4.8pp |
| Annual return | 14.73% | 27.59%-12.9pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,445 | $6,519-16.5% | $7,897-31.0% | $4,139+31.6% |
| Admin fee / account holder | $12,216 | $8,390+45.6% | $13,129-7.0% | $7,234+68.9% |