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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 | $218,742 | $105,210+107.9% | $159,487+37.2% | $85,851+154.8% |
| Participation rate | 52.4% | 75.8%-23.4pp | 82.8%-30.5pp | 69.3%-16.9pp |
| Annual return | 17.23% | 45.08%-27.8pp | 263.71%-246.5pp | 318.63%-301.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,827 | $5,946+31.6% | $7,354+6.4% | $3,952+98.0% |
| Admin fee / account holder | $9,676 | $6,934+39.5% | $10,804-10.4% | $6,261+54.5% |