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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 | $223,479 | $162,967+37.1% | $135,792+64.6% | $138,895+60.9% |
| Participation rate | 66.7% | 78.3%-11.7pp | 72.6%-5.9pp | 79.9%-13.3pp |
| Annual return | 10.49% | 30.08%-19.6pp | 25.96%-15.5pp | 145.39%-134.9pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,880 | $5,640-31.2% | $4,759-18.5% | $6,396-39.3% |
| Admin fee / account holder | $203,327 | $15,306+1228.4% | $12,266+1557.7% | $12,562+1518.6% |