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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 | $188,201 | $93,598+101.1% | $135,974+38.4% | $75,173+150.4% |
| Participation rate | 59.5% | 75.2%-15.7pp | 81.9%-22.4pp | 67.2%-7.7pp |
| Annual return | 21.11% | 30.89%-9.8pp | 68.30%-47.2pp | 160.72%-139.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,995 | $6,405+9.2% | $7,760-9.9% | $4,126+69.5% |
| Admin fee / account holder | $5,488 | $6,978-21.4% | $10,767-49.0% | $5,651-2.9% |