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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 | $218,609 | $86,922+151.5% | $102,438+113.4% | $80,874+170.3% |
| Participation rate | 48.1% | 72.4%-24.2pp | 76.5%-28.3pp | 67.6%-19.5pp |
| Annual return | 26.35% | 18.90%+7.5pp | 29.37%-3.0pp | 35.62%-9.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,281 | $4,119+52.5% | $5,054+24.3% | $4,297+46.2% |
| Admin fee / account holder | $2,748 | $8,050-65.9% | $9,448-70.9% | $6,935-60.4% |