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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 | $147,594+28.3% | $121,871+55.4% | $198,609-4.7% |
| Participation rate | 68.4% | 78.0%-9.5pp | 73.2%-4.8pp | 82.4%-14.0pp |
| Annual return | 15.39% | 12.94%+2.5pp | 13.57%+1.8pp | 202.70%-187.3pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,795 | $5,168-65.3% | $4,318-58.4% | $6,977-74.3% |
| Admin fee / account holder | $17,422 | $15,134+15.1% | $11,551+50.8% | $19,030-8.5% |