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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 | $106,749+80.3% | $145,433+32.3% | $82,448+133.4% |
| Participation rate | 55.6% | 75.6%-20.1pp | 82.1%-26.6pp | 68.1%-12.5pp |
| Annual return | 16.60% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,342 | $6,519+28.0% | $7,897+5.6% | $4,139+101.5% |
| Admin fee / account holder | $7,989 | $8,390-4.8% | $13,129-39.1% | $7,234+10.4% |