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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 | $217,575 | $123,793+75.8% | $177,840+22.3% | $79,852+172.5% |
| Participation rate | 48.4% | 84.7%-36.3pp | 87.7%-39.3pp | 69.6%-21.3pp |
| Annual return | 17.96% | 22.82%-4.9pp | 48.32%-30.4pp | 31.72%-13.8pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,991 | $5,956+0.6% | $7,714-22.3% | $3,740+60.2% |
| Admin fee / account holder | $673 | $7,243-90.7% | $12,431-94.6% | $5,306-87.3% |