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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 | $229,674 | $106,974+114.7% | $90,796+153.0% | $138,895+65.4% |
| Participation rate | 62.5% | 74.9%-12.4pp | 69.5%-7.0pp | 79.9%-17.4pp |
| Annual return | 15.66% | 20.10%-4.4pp | 19.29%-3.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,570 | $4,455+2.6% | $3,822+19.6% | $6,396-28.6% |
| Admin fee / account holder | $833 | $8,626-90.3% | $7,024-88.1% | $12,562-93.4% |