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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 | $95,404+124.3% | $113,397+88.7% | $82,637+158.9% |
| Participation rate | 48.6% | 72.8%-24.2pp | 76.5%-27.8pp | 68.1%-19.4pp |
| Annual return | 16.21% | 19.08%-2.9pp | 23.20%-7.0pp | 53.51%-37.3pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,070 | $4,220-3.6% | $5,076-19.8% | $4,126-1.4% |
| Admin fee / account holder | $13,892 | $9,168+51.5% | $11,957+16.2% | $7,339+89.3% |