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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 | $233,276 | $106,749+118.5% | $145,433+60.4% | $82,448+182.9% |
| Participation rate | 52.0% | 75.6%-23.6pp | 82.1%-30.1pp | 68.1%-16.1pp |
| Annual return | 14.68% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,180 | $6,519+10.1% | $7,897-9.1% | $4,139+73.5% |
| Admin fee / account holder | $27,018 | $8,390+222.0% | $13,129+105.8% | $7,234+273.5% |