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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 | $138,312+49.8% | $122,979+68.5% | $155,188+33.5% |
| Participation rate | 54.2% | 80.2%-26.0pp | 77.2%-23.0pp | 80.8%-26.6pp |
| Annual return | 16.27% | 22.06%-5.8pp | 20.12%-3.8pp | 148.84%-132.6pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,049 | $5,592-9.7% | $5,003+0.9% | $6,531-22.7% |
| Admin fee / account holder | $3,645 | $15,089-75.8% | $12,864-71.7% | $14,480-74.8% |