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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 | $219,291 | $174,379+25.8% | $152,093+44.2% | $138,895+57.9% |
| Participation rate | 63.6% | 81.6%-18.0pp | 77.8%-14.1pp | 79.9%-16.3pp |
| Annual return | 14.87% | 74.86%-60.0pp | 66.36%-51.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,648 | $6,159+40.4% | $5,451+58.6% | $6,396+35.2% |
| Admin fee / account holder | $6,397 | $16,880-62.1% | $14,497-55.9% | $12,562-49.1% |