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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 | $200,467 | $155,555+28.9% | $146,866+36.5% | $155,188+29.2% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 12.22% | 115.41%-103.2pp | 102.85%-90.6pp | 148.84%-136.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,333 | $8,044+28.5% | $7,759+33.2% | $6,531+58.2% |
| Admin fee / account holder | $2,737 | $14,755-81.4% | $13,620-79.9% | $14,480-81.1% |