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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 | $100,194+90.4% | $122,979+55.1% | $86,983+119.3% |
| Participation rate | 57.9% | 73.0%-15.1pp | 77.2%-19.3pp | 69.5%-11.6pp |
| Annual return | 19.35% | 16.47%+2.9pp | 20.12%-0.8pp | 25.83%-6.5pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,238 | $4,133+2.5% | $5,003-15.3% | $4,194+1.1% |
| Admin fee / account holder | $17,286 | $10,148+70.3% | $12,864+34.4% | $7,856+120.0% |