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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 | $189,333 | $103,164+83.5% | $90,259+109.8% | $154,746+22.4% |
| Participation rate | 68.4% | 76.1%-7.7pp | 70.7%-2.3pp | 80.7%-12.3pp |
| Annual return | 15.39% | 19.25%-3.9pp | 18.88%-3.5pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,795 | $4,422-59.4% | $3,827-53.1% | $6,730-73.3% |
| Admin fee / account holder | $17,422 | $8,593+102.7% | $7,267+139.7% | $14,365+21.3% |