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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 | $207,889 | $93,692+121.9% | $116,538+78.4% | $86,983+139.0% |
| Participation rate | 66.1% | 79.6%-13.5pp | 82.6%-16.5pp | 69.5%-3.4pp |
| Annual return | 13.46% | 26.00%-12.5pp | 17.97%-4.5pp | 25.83%-12.4pp |
| Employer contribution / active EE | $652 | $3,831-83.0% | $4,541-85.6% | $2,584-74.8% |
| Participant deferral / active EE | $4,261 | $5,612-24.1% | $6,207-31.4% | $4,194+1.6% |
| Admin fee / account holder | $18,210 | $7,586+140.1% | $8,737+108.4% | $7,856+131.8% |