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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 | $244,457 | $105,284+132.2% | $150,734+62.2% | $94,015+160.0% |
| Participation rate | 59.3% | 71.7%-12.5pp | 78.4%-19.2pp | 70.8%-11.6pp |
| Annual return | 14.08% | 15.67%-1.6pp | 600.81%-586.7pp | 17.84%-3.8pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,878 | $4,274+37.5% | $5,610+4.8% | $4,249+38.3% |
| Admin fee / account holder | $18,645 | $9,839+89.5% | $14,905+25.1% | $8,951+108.3% |