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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 | $175,804 | $98,776+78.0% | $149,745+17.4% | $79,856+120.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 16.22% | 27.38%-11.2pp | 276.72%-260.5pp | 31.71%-15.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,052 | $5,681+24.1% | $6,843+3.1% | $3,741+88.5% |
| Admin fee / account holder | $7,254 | $6,053+19.9% | $9,312-22.1% | $5,306+36.7% |