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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 | $183,507 | $76,371+140.3% | $93,621+96.0% | $72,976+151.5% |
| Participation rate | 51.2% | 71.8%-20.6pp | 75.8%-24.7pp | 69.5%-18.3pp |
| Annual return | 27.49% | 25.82%+1.7pp | 32.76%-5.3pp | 81.02%-53.5pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,906 | $3,538+38.6% | $4,070+20.6% | $3,608+36.0% |
| Admin fee / account holder | $17,216 | $6,839+151.7% | $7,890+118.2% | $5,124+236.0% |