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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 | $192,459 | $106,524+80.7% | $152,301+26.4% | $87,485+120.0% |
| Participation rate | 55.6% | 75.8%-20.2pp | 82.4%-26.9pp | 68.9%-13.4pp |
| Annual return | 16.60% | 26.89%-10.3pp | 80.50%-63.9pp | 26.06%-9.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,342 | $6,525+27.8% | $8,004+4.2% | $4,274+95.2% |
| Admin fee / account holder | $7,989 | $8,287-3.6% | $14,398-44.5% | $7,775+2.8% |