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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 | $124,425+77.0% | $112,040+96.6% | $137,256+60.5% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.5%-19.3pp | 80.0%-22.8pp |
| Annual return | 14.87% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,435 | $5,718+47.5% | $5,098+65.5% | $6,407+31.7% |
| Admin fee / account holder | $17,189 | $15,207+13.0% | $12,098+42.1% | $12,270+40.1% |