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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 | $210,455 | $81,358+158.7% | $155,556+35.3% | $80,959+160.0% |
| Participation rate | 64.0% | 66.3%-2.3pp | 78.2%-14.2pp | 67.7%-3.7pp |
| Annual return | 11.62% | 33.39%-21.8pp | 64.84%-53.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $17,985 | $3,455+420.5% | $5,631+219.4% | $4,300+318.2% |
| Admin fee / account holder | $5,128 | $7,994-35.9% | $15,885-67.7% | $6,925-26.0% |