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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 | $215,835 | $106,749+102.2% | $145,433+48.4% | $82,448+161.8% |
| Participation rate | 65.5% | 75.6%-10.1pp | 82.1%-16.6pp | 68.1%-2.6pp |
| Annual return | 14.28% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,929 | $6,519+6.3% | $7,897-12.3% | $4,139+67.4% |
| Admin fee / account holder | $1,938 | $8,390-76.9% | $13,129-85.2% | $7,234-73.2% |