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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 | $191,219 | $67,894+181.6% | $89,340+114.0% | $82,448+131.9% |
| Participation rate | 57.4% | 64.0%-6.6pp | 69.6%-12.1pp | 68.1%-10.6pp |
| Annual return | 14.17% | 19.21%-5.0pp | 20.57%-6.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,037 | $3,072+63.9% | $3,823+31.8% | $4,139+21.7% |
| Admin fee / account holder | $5,933 | $5,723+3.7% | $6,704-11.5% | $7,234-18.0% |