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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 | $199,303 | $63,845+212.2% | $81,370+144.9% | $80,959+146.2% |
| Participation rate | 67.1% | 63.9%+3.2pp | 69.5%-2.4pp | 67.7%-0.6pp |
| Annual return | 16.96% | 16.37%+0.6pp | 24.85%-7.9pp | 35.67%-18.7pp |
| Employer contribution / active EE | -$0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,223 | $3,093+198.2% | $3,885+137.4% | $4,300+114.5% |
| Admin fee / account holder | $18,009 | $5,688+216.6% | $5,749+213.2% | $6,925+160.0% |