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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 | $218,798 | $183,592+19.2% | $155,574+40.6% | $145,877+50.0% |
| Participation rate | 60.9% | 82.7%-21.8pp | 78.2%-17.3pp | 80.3%-19.4pp |
| Annual return | 9.62% | 61.37%-51.7pp | 64.87%-55.2pp | 551.28%-541.7pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,539 | $6,466-45.3% | $5,629-37.1% | $6,691-47.1% |
| Admin fee / account holder | $4,656 | $19,316-75.9% | $15,914-70.7% | $13,402-65.3% |