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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 | $219,448 | $87,834+149.8% | $133,975+63.8% | $62,881+249.0% |
| Participation rate | 66.1% | 83.4%-17.3pp | 87.1%-21.0pp | 69.3%-3.2pp |
| Annual return | 10.09% | 12.05%-2.0pp | 29.29%-19.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,212 | $4,812+8.3% | $6,282-17.0% | $3,203+62.7% |
| Admin fee / account holder | $2,021 | $5,372-62.4% | $9,324-78.3% | $4,296-52.9% |