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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 | $247,206 | $90,400+173.5% | $186,193+32.8% | $87,485+182.6% |
| Participation rate | 63.9% | 66.2%-2.3pp | 77.1%-13.2pp | 68.9%-5.0pp |
| Annual return | 16.40% | 22.15%-5.7pp | 78.03%-61.6pp | 26.06%-9.7pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,198 | $4,330+20.0% | $6,513-20.2% | $4,274+21.6% |
| Admin fee / account holder | $13,567 | $8,673+56.4% | $11,058+22.7% | $7,775+74.5% |