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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 | $206,381 | $99,994+106.4% | $146,643+40.7% | $85,847+140.4% |
| Participation rate | 44.7% | 73.1%-28.3pp | 80.1%-35.3pp | 69.3%-24.6pp |
| Annual return | 15.43% | 18.93%-3.5pp | 22.75%-7.3pp | 318.61%-303.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,024 | $4,006+0.5% | $5,506-26.9% | $3,952+1.8% |
| Admin fee / account holder | $809 | $7,703-89.5% | $10,280-92.1% | $6,261-87.1% |