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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 | $220,284 | $136,860+61.0% | $120,344+83.0% | $154,746+42.4% |
| Participation rate | 57.1% | 79.9%-22.7pp | 76.7%-19.6pp | 80.7%-23.6pp |
| Annual return | 14.87% | 21.38%-6.5pp | 20.30%-5.4pp | 172.34%-157.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,435 | $5,793+45.6% | $5,135+64.3% | $6,730+25.3% |
| Admin fee / account holder | $17,189 | $15,393+11.7% | $12,742+34.9% | $14,365+19.7% |