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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 | $106,524+117.6% | $152,301+52.2% | $87,485+164.9% |
| Participation rate | 64.7% | 75.8%-11.0pp | 82.4%-17.7pp | 68.9%-4.2pp |
| Annual return | 16.19% | 26.89%-10.7pp | 80.50%-64.3pp | 26.06%-9.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,772 | $6,525+3.8% | $8,004-15.4% | $4,274+58.5% |
| Admin fee / account holder | $16,852 | $8,287+103.4% | $14,398+17.0% | $7,775+116.7% |