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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 | $243,421 | $81,331+199.3% | $155,534+56.5% | $80,935+200.8% |
| Participation rate | 57.4% | 66.3%-8.9pp | 78.2%-20.9pp | 67.7%-10.3pp |
| Annual return | 14.72% | 33.37%-18.7pp | 64.92%-50.2pp | 35.66%-20.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,099 | $3,454+76.6% | $5,630+8.3% | $4,299+41.8% |
| Admin fee / account holder | $6,003 | $7,999-25.0% | $15,900-62.2% | $6,924-13.3% |