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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 | $205,518 | $106,749+92.5% | $145,433+41.3% | $82,448+149.3% |
| Participation rate | 69.0% | 75.6%-6.6pp | 82.1%-13.1pp | 68.1%+1.0pp |
| Annual return | 19.85% | 27.59%-7.7pp | 66.58%-46.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,194 | $6,519+71.7% | $7,897+41.7% | $4,139+170.4% |
| Admin fee / account holder | $14,293 | $8,390+70.4% | $13,129+8.9% | $7,234+97.6% |