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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 | $213,931 | $58,099+268.2% | $76,902+178.2% | $75,177+184.6% |
| Participation rate | 44.3% | 63.9%-19.6pp | 69.6%-25.3pp | 67.2%-22.9pp |
| Annual return | 20.35% | 26.71%-6.4pp | 37.91%-17.6pp | 160.75%-140.4pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,979 | $2,999+32.7% | $3,833+3.8% | $4,126-3.6% |
| Admin fee / account holder | $20,521 | $4,778+329.5% | $5,479+274.6% | $5,651+263.1% |