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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 | $188,909 | $81,446+131.9% | $103,374+82.7% | $80,874+133.6% |
| Participation rate | 68.8% | 66.9%+1.9pp | 74.5%-5.8pp | 67.6%+1.1pp |
| Annual return | 12.46% | 25.57%-13.1pp | 24.89%-12.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,865 | $3,870+154.9% | $5,058+95.0% | $4,297+129.6% |
| Admin fee / account holder | $3,509 | $6,715-47.7% | $8,394-58.2% | $6,935-49.4% |