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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 | $202,424 | $101,778+98.9% | $164,975+22.7% | $80,925+150.1% |
| Participation rate | 56.1% | 71.8%-15.8pp | 78.6%-22.6pp | 67.7%-11.6pp |
| Annual return | 25.34% | 16.73%+8.6pp | 70.12%-44.8pp | 35.65%-10.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,414 | $4,477-23.7% | $6,033-43.4% | $4,299-20.6% |
| Admin fee / account holder | $14,791 | $8,221+79.9% | $12,688+16.6% | $6,940+113.1% |