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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 | $204,108 | $106,749+91.2% | $145,433+40.3% | $82,448+147.6% |
| Participation rate | 48.3% | 75.6%-27.3pp | 82.1%-33.8pp | 68.1%-19.7pp |
| Annual return | 15.29% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,675 | $6,519+33.1% | $7,897+9.9% | $4,139+109.6% |
| Admin fee / account holder | $30,041 | $8,390+258.1% | $13,129+128.8% | $7,234+315.3% |