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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 | $190,784 | $104,098+83.3% | $140,514+35.8% | $94,015+102.9% |
| Participation rate | 57.9% | 73.7%-15.8pp | 77.8%-19.9pp | 70.8%-12.9pp |
| Annual return | 19.35% | 15.14%+4.2pp | 14.36%+5.0pp | 17.84%+1.5pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,238 | $4,033+5.1% | $4,919-13.8% | $4,249-0.3% |
| Admin fee / account holder | $17,286 | $10,439+65.6% | $13,697+26.2% | $8,951+93.1% |