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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 | $213,163 | $117,904+80.8% | $102,457+108.1% | $145,978+46.0% |
| Participation rate | 21.7% | 78.6%-56.9pp | 76.5%-54.8pp | 80.3%-58.6pp |
| Annual return | 14.51% | 31.80%-17.3pp | 29.41%-14.9pp | 550.52%-536.0pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,859 | $5,733-15.3% | $5,054-3.9% | $6,690-27.4% |
| Admin fee / account holder | $7,018 | $13,329-47.3% | $9,451-25.7% | $13,400-47.6% |