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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 | $207,188 | $124,425+66.5% | $112,040+84.9% | $137,256+50.9% |
| Participation rate | 54.2% | 79.3%-25.1pp | 76.5%-22.3pp | 80.0%-25.8pp |
| Annual return | 16.27% | 24.72%-8.4pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,049 | $5,718-11.7% | $5,098-0.9% | $6,407-21.2% |
| Admin fee / account holder | $3,645 | $15,207-76.0% | $12,098-69.9% | $12,270-70.3% |