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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 | $248,117 | $76,371+224.9% | $93,621+165.0% | $72,976+240.0% |
| Participation rate | 40.7% | 71.8%-31.0pp | 75.8%-35.1pp | 69.5%-28.7pp |
| Annual return | 26.90% | 25.82%+1.1pp | 32.76%-5.9pp | 81.02%-54.1pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,008 | $3,538-15.0% | $4,070-26.1% | $3,608-16.6% |
| Admin fee / account holder | $8,908 | $6,839+30.3% | $7,890+12.9% | $5,124+73.8% |