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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 | $219,385 | $81,262+170.0% | $155,602+41.0% | $80,911+171.1% |
| Participation rate | 64.5% | 66.2%-1.7pp | 78.2%-13.7pp | 67.6%-3.1pp |
| Annual return | 13.01% | 33.34%-20.3pp | 64.81%-51.8pp | 35.63%-22.6pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,295 | $3,451+82.4% | $5,629+11.8% | $4,297+46.5% |
| Admin fee / account holder | $1,546 | $7,992-80.7% | $15,923-90.3% | $6,935-77.7% |