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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 | $249,111 | $136,307+82.8% | $106,619+133.6% | $273,972-9.1% |
| Participation rate | 40.0% | 84.8%-44.8pp | 78.0%-38.0pp | 83.0%-43.0pp |
| Annual return | 16.36% | 11.05%+5.3pp | 9.42%+6.9pp | 41.46%-25.1pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,600 | $4,969-67.8% | $3,930-59.3% | $5,287-69.7% |
| Admin fee / account holder | $4,300 | $8,625-50.1% | $6,418-33.0% | $10,133-57.6% |