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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 | $194,334 | $91,559+112.3% | $133,978+45.0% | $79,856+143.4% |
| Participation rate | 48.4% | 73.3%-25.0pp | 79.8%-31.5pp | 69.6%-21.3pp |
| Annual return | 15.93% | 61.85%-45.9pp | 45.10%-29.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,658 | $3,734+24.8% | $5,047-7.7% | $3,741+24.5% |
| Admin fee / account holder | $801 | $6,321-87.3% | $8,930-91.0% | $5,306-84.9% |