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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 | $231,751 | $107,421+115.7% | $182,262+27.2% | $94,015+146.5% |
| Participation rate | 64.7% | 77.8%-13.1pp | 84.2%-19.5pp | 70.8%-6.1pp |
| Annual return | 16.19% | 21.32%-5.1pp | 140.60%-124.4pp | 17.84%-1.7pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,772 | $6,558+3.3% | $8,276-18.2% | $4,249+59.4% |
| Admin fee / account holder | $16,852 | $8,692+93.9% | $16,712+0.8% | $8,951+88.3% |