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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 | $99,875+99.3% | $146,866+35.5% | $86,983+128.8% |
| Participation rate | 63.3% | 75.8%-12.5pp | 82.5%-19.2pp | 69.5%-6.3pp |
| Annual return | 14.73% | 28.10%-13.4pp | 102.85%-88.1pp | 25.83%-11.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,445 | $6,322-13.9% | $7,759-29.8% | $4,194+29.8% |
| Admin fee / account holder | $12,216 | $7,838+55.9% | $13,620-10.3% | $7,856+55.5% |