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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 | $213,765 | $65,712+225.3% | $57,196+273.7% | $273,972-22.0% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 6.69% | 22.01%-15.3pp | 14.59%-7.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,459 | $3,782+123.7% | $3,096+173.2% | $5,287+60.0% |
| Admin fee / account holder | $4,807 | $4,838-0.6% | $3,141+53.1% | $10,133-52.6% |