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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 | $226,920 | $138,393+64.0% | $184,256+23.2% | $80,959+180.3% |
| Participation rate | 53.8% | 83.9%-30.1pp | 86.8%-33.0pp | 67.7%-13.8pp |
| Annual return | 14.86% | 20.01%-5.1pp | 28.85%-14.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,128 | $7,076+57.3% | $9,133+21.8% | $4,300+158.8% |
| Admin fee / account holder | $5,430 | $10,489-48.2% | $13,899-60.9% | $6,925-21.6% |