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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 | $211,505 | $91,194+131.9% | $178,486+18.5% | $79,860+164.8% |
| Participation rate | 53.5% | 69.2%-15.7pp | 81.9%-28.4pp | 69.6%-16.1pp |
| Annual return | 23.60% | 24.19%-0.6pp | 151.08%-127.5pp | 31.72%-8.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,766 | $3,236+47.3% | $5,202-8.4% | $3,740+27.4% |
| Admin fee / account holder | $16,622 | $6,751+146.2% | $13,985+18.9% | $5,306+213.2% |