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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 | $213,949 | $104,098+105.5% | $140,514+52.3% | $94,015+127.6% |
| Participation rate | 48.6% | 73.7%-25.1pp | 77.8%-29.1pp | 70.8%-22.2pp |
| Annual return | 16.21% | 15.14%+1.1pp | 14.36%+1.9pp | 17.84%-1.6pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,070 | $4,033+0.9% | $4,919-17.3% | $4,249-4.2% |
| Admin fee / account holder | $13,892 | $10,439+33.1% | $13,697+1.4% | $8,951+55.2% |