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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 | $197,704 | $81,276+143.3% | $155,574+27.1% | $80,925+144.3% |
| Participation rate | 65.0% | 66.2%-1.2pp | 78.2%-13.2pp | 67.7%-2.7pp |
| Annual return | 13.33% | 33.36%-20.0pp | 64.87%-51.5pp | 35.65%-22.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,822 | $3,453+213.4% | $5,629+92.3% | $4,299+151.8% |
| Admin fee / account holder | $19,042 | $7,993+138.2% | $15,914+19.7% | $6,940+174.4% |