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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 | $203,874 | $77,920+161.6% | $149,723+36.2% | $75,177+171.2% |
| Participation rate | 35.4% | 65.6%-30.1pp | 78.8%-43.3pp | 67.2%-31.8pp |
| Annual return | 24.96% | 31.72%-6.8pp | 134.50%-109.5pp | 160.75%-135.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,798 | $3,411-18.0% | $5,682-50.8% | $4,126-32.2% |
| Admin fee / account holder | $6,758 | $5,951+13.6% | $13,215-48.9% | $5,651+19.6% |