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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 | $241,881 | $146,267+65.4% | $197,124+22.7% | $82,448+193.4% |
| Participation rate | 45.2% | 84.0%-38.9pp | 86.7%-41.6pp | 68.1%-22.9pp |
| Annual return | 17.13% | 29.61%-12.5pp | 44.34%-27.2pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,446 | $7,035-8.4% | $9,135-29.4% | $4,139+55.7% |
| Admin fee / account holder | $16,154 | $14,422+12.0% | $16,298-0.9% | $7,234+123.3% |