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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 | $200,762 | $162,785+23.3% | $133,959+49.9% | $158,950+26.3% |
| Participation rate | 68.8% | 83.2%-14.5pp | 79.8%-11.1pp | 82.0%-13.2pp |
| Annual return | 12.37% | 41.94%-29.6pp | 45.09%-32.7pp | 302.91%-290.5pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,466 | $5,910+26.3% | $5,047+47.9% | $5,983+24.8% |
| Admin fee / account holder | $8,985 | $11,738-23.5% | $8,928+0.6% | $11,248-20.1% |