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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 | $228,532 | $77,574+194.6% | $108,753+110.1% | $86,983+162.7% |
| Participation rate | 59.5% | 62.3%-2.8pp | 71.1%-11.6pp | 69.5%-10.1pp |
| Annual return | 16.47% | 18.42%-1.9pp | 37.47%-21.0pp | 25.83%-9.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,437 | $3,128+41.8% | $4,115+7.8% | $4,194+5.8% |
| Admin fee / account holder | $3,311 | $6,529-49.3% | $10,320-67.9% | $7,856-57.9% |