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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 | $193,827 | $79,955+142.4% | $98,461+96.9% | $75,173+157.8% |
| Participation rate | 18.8% | 70.4%-51.6pp | 75.2%-56.4pp | 67.2%-48.5pp |
| Annual return | 13.29% | 19.75%-6.5pp | 21.17%-7.9pp | 160.72%-147.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,414 | $3,752-35.7% | $4,738-49.0% | $4,126-41.5% |
| Admin fee / account holder | $6,564 | $6,841-4.1% | $8,961-26.7% | $5,651+16.2% |