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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 | $229,134 | $77,460+195.8% | $100,378+128.3% | $80,925+183.1% |
| Participation rate | 66.2% | 76.9%-10.8pp | 81.5%-15.3pp | 67.7%-1.5pp |
| Annual return | 17.77% | 37.24%-19.5pp | 49.41%-31.6pp | 35.65%-17.9pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,501 | $6,818+10.0% | $8,087-7.2% | $4,299+74.5% |
| Admin fee / account holder | $21,317 | $5,887+262.1% | $7,899+169.9% | $6,940+207.2% |