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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 | $198,867 | $65,395+204.1% | $182,540+8.9% | $72,975+172.5% |
| Participation rate | 54.2% | 65.4%-11.2pp | 78.0%-23.7pp | 69.5%-15.3pp |
| Annual return | 24.20% | 27.68%-3.5pp | 148.58%-124.4pp | 81.01%-56.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,146 | $3,563+100.6% | $5,525+29.3% | $3,608+98.1% |
| Admin fee / account holder | $5,431 | $4,245+27.9% | $8,593-36.8% | $5,124+6.0% |